The options for LoE Templates can be found by navigating to Templates > LoE Templates. 

Creating a new LoE template

Click Create template at the top right of the page then give your LoE a name. You can then select which Client Types you want to make this LoE available for. The client types you select will auto populate the services sections available on this LoE, to find out more about services and how to change what Client Types they are available for see our Services article. You can then add the text for each of the services you provide, on the right you will see the Variables lists and these will allow you to auto populate some data.  

To add text to your Header or Footer click Edit LoE Header and Footer at the top of this page. 

Viewing your LoE templates

To view your current templates navigate to Templates > LoE Templates. Here you can see all LoE templates and filter this list. 

Editing your LoE templates

First navigate to Templates > LoE Templates and locate the template you wish to edit, then click Actions > Check And Review on the right or click on the LoE name. 

Deleting a LoE template 

Navigate to Templates > LoE Templates and locate the template you wish to delete, then click Actions > Delete, you will be asked to confirm the deletion also to make sure this is not pressed by mistake.