Decision Letter Templates

This article is for administrators who want to create a decision letter template when making a Decision.

When creating a Decision to accept or decline applications, you can either select an existing letter template or create a new one from scratch. The steps below demonstrate creating a Letter of Decline — Letter of Offer templates follow the same process.

Note: You can also access and manage Decision Letter templates directly via Settings > Templates > Decision Letters.

Step 1 — Create a new template

1. Click New Letter Template.

2. Enter a template name and click Create Template.

Step 2 — Select an admin and open the editor

1. Select an Admin. Their uploaded signature, full name, and title will automatically appear at the bottom of the letter.

2. Click Edit Letter Template to open the template editor.

Step 3 — Build your letter template

Use the following tools to build your template:

• Insert Paragraph — adds your first paragraph block. Additional paragraphs can be inserted above or below existing ones.

• Paragraph dropdown — manage page breaks and headings within your letter.

• Insert Personalisation — insert dynamic variables that pull in applicant-specific information (such as their name or application details). See the screenshots below for guidance on using this feature.

• Preview — see how the letter will look when sent. It's a good idea to preview regularly as you build.

Step 4 — Save or revert

Once you're happy with your template:

• Click Save as New Template to save it for future use, or

• Click Revert Edits to undo your changes and return to the last saved version.