Canopy released a new letter generator with more intuitive editing options. With this change, previously created letters and letter templates will still use the old letter generator. All new templates or letters created in Canopy must use the new letter generator. Letter templates that have not been updated to be compatible with the new generator will not be visible when creating a new letter.
This guide will show you how to update your old letter templates to make them compatible with the new letter generator. Updated templates will not lose any of the content you previously created.
- Roles: Admin
- Permissions: Letter Templates
- Licenses: Client Management
1. Click on Templates on the global navigation bar.
2. Select Letter from the secondary navigation menu.
3. Click Update all in the top ribbon to update all old templates to use the new letter generator.