Letterheads

Letterheads can be used to add consistent layouts, headings and footers across Document Templates generated on InTouch. A letterhead is a Word template (.dotx) file, and can be used with Word document templates.

Letterheads are managed from the Letterheads window on the document templates page.

Creating a letterhead

1. Navigate to Settings > Documents
2. Select Letterheads
3. Select New letterhead and choose the .dotx file, or drag and drop the file onto the window
   You can also drop a .dotx file straight onto the document templates page.
4. Check the Name, which is filled in from the file name
   Names can contain only letters, numbers, spaces and full stops.
5. Select Create

To use the letterhead, choose it as a template’s Default letterhead in its template settings.

Editing an existing letterhead

1. Navigate to Settings > Documents and select Letterheads
2. Select the download icon next to the letterhead
3. Make the changes to the downloaded letterhead and save it
4. Select the upload icon next to the letterhead and choose the edited file
5. Confirm that you want to replace the file
   Every document template that uses the letterhead will produce documents with the new letterhead. This cannot be undone.

Managing an existing letterhead

Use the search bar to find a letterhead. Next to each letterhead:

• Upload: Replace the letterhead’s file with a new one
• Download: Download the letterhead to your device
• Rename: Amend the name given to the letterhead
• Delete: Permanently remove the letterhead from InTouch. Document templates that used it will no longer have a default letterhead. This cannot be undone.