Connection Card Pro Help & Documentation

Last Updated: Sep 19, 2023 9:41 AM

Letterhead Templates

Connection Card Pro’s Letters features include everything needed for your mailouts! You can create your Letterhead template right here. In your Letters you can create Digital Signatures to add to your letters, along with adding links and images, and the ability to “mail-merge” names with addresses from your database to your letters, along with merging your custom letterhead template

Connection Card Pro’s Letterhead Template is a great feature for customizing your own letterhead, which you can then mail merge with your letters also created in Connection Card Pro! Making changes to your letterhead is easy when you need to change the website, logo, phone number or other lines in your header or footer. You can make those changes here quickly, keeping your letterhead always up to date and saving money on ordering more printed letterhead!

To Create a Letterhead Template

From the menu:
Communications > Settings > Manage Letterhead

Use your Letterhead Template(s) to merge with your Letters when you do a mail merge. You can mail merge your letters from either Communications > Settings > Manage Letters OR Communications > Settings > Generate Letters.  See our help documents on mail merging in Manage Letters or you can mail merge letters in Generate Letters

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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