You can attach any created Smart Letterhead (a.k.a. document container) to a template from your TemplateLab Library. Follow these steps:
- Navigate to your template and then right-click and select Modify.
- Select Details from the toolbar in Word.
- Choose the Smart Letterhead you wish to attach using the Container dropdown menu.
You can also select an addressee from the Addressee dropdown menu. You can select your client as the addressee if you are sending a letter that will always go to a group of people, such as an engagement letter.
After you have attached the Smart Letterhead and/or an Addressee to your template, select Save & Close from the Smokeball ribbon in Word. When you open the template again, it will display the Smart Letterhead you selected.