How to Edit a Letter
In this article, we'll show you how to edit a letter in Pabau. If you need to make changes to a letter, follow these steps.
Step 1: Navigate to Letters
Log in to your Pabau account and navigate to Clients in the left sidebar menu, then click on "Letters".
Step 2: Access Editing Options
Locate the three-dot button on the far right of the letter you wish to edit. Click on it, then select "Edit."
Step 3: Make Changes
In the editor, make the desired modifications. The editing process mirrors that of creating a new letter.
Step 4: Save Changes
Click on the arrow in the "Save & Print" button. Choose the desired letter status and save the changes.
Now, your edited letter is updated and reflects the changes made in the Communications tab within the client card.
NOTE: We suggest reading our Letters article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.