---
title: How to Use the Letters Page
description: "Find, filter and manage all your clinic's letters on the Letters page: status tiles, search, staff filters, and preview, print, email or assign."
---

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3. [Letters](https://support.pabau.com/en/pabau2/clients?hsLang=en#letters)

# How to Use the Letters Page

The Letters page brings every letter your clinic has written, for every client, into one list. Use it to see which letters still need typing, checking or sending, to find a letter quickly, and to print, email or assign it without opening each client's card.

**NOTE:** The Letters page is available when Letters is switched on for your clinic. See [How to Enable Letters](https://support.pabau.com/en/pabau2/how-to-enable-letters?hsLang=en).

**Step 1: Open the Letters Page**

1. In the left sidebar, click **More** (the grid icon near the bottom).
2. Click **Letters**.

![The More menu in the left sidebar with the More button and the Letters item marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490571679989-01-more-letters.png)

*Letters sits in the More menu of the left sidebar*

**TIP:** Use Letters every day? Click **Customize** at the bottom of the **More** menu to choose what lives in your sidebar, and keep Letters one click away.

**Step 2: Filter Letters by Status**

The page is titled **Letters**, with the subtitle "Create, review and send patient letters". The tiles across the top show how many letters sit at each stage of your workflow.

1. Click a tile to show only those letters, and click **All letters** to see everything again.

- **All letters**: every letter in your clinic.
- **Draft**: letters saved as a draft.
- **Awaiting Review**: letters waiting to be checked. Letters saved as **Awaiting proofreading** appear here.
- **Awaiting typing**: letters waiting to be typed up, for example from a dictation.
- **Awaiting sending**: finished letters that still need to go out.
- **Completed**: letters that have been completed.
- **Posted**: letters sent in the post through Pabau. This tile only fills up if your clinic posts letters by mail.

![The Letters page header with the status tiles All letters, Draft, Awaiting Review, Awaiting typing, Awaiting sending, Completed and Posted marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490571679989-02-status-tiles.png)

*Each tile shows a count and filters the list when you click it*

**Step 3: Search and Narrow the List**

1. Type in **Search by subject…** to find letters by their subject. The search looks at subjects only, not at client names.
2. Use the **Created by**, **Sender** and **Assigned to** dropdowns to show the letters of one team member. Choose **Anyone** to clear a dropdown.

The tile counts update to match your search and dropdowns. If nothing matches, you see **No letters match your filters**; click **Clear filters** to start again.

![The letters toolbar with the Search by subject box and the Created by, Sender and Assigned to dropdowns marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490571679989-03-filters.png)

*Search by subject, or filter by who created, sent or owns the letter*

**Step 4: Read the List**

Each row is one letter, newest first. The columns are **Created** (Today, Yesterday or a number of days ago for the last week, then the date), **Subject**, **Client**, **Sender**, **Created by**, **Assigned to** and **Status**. Click the client's name to open their client card.

Small icons at the end of a row show what has already happened to the letter. Hover over an icon to see the details, for example **Printed on** or **Email sent on** with the date, or **Shared** for a letter shared securely. When a dictated letter has a voice note, click the play button to listen to it. Use the page size and page numbers at the bottom of the list to move through a long list.

![A letter row with the printer icon showing the Printed on tooltip](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490571679989-04-indicators.png)

*Hover over an icon to see when the letter was printed, emailed or shared*

**Step 5: Open a Letter or Take Action**

Click anywhere on a row to preview the letter. To do more, use the row menu:

1. Click the **⋯** button at the end of the row, then choose an action:
     - **Edit**: open the letter to change it.
     - **Preview**: see the letter as it will print, with your letterhead.
     - **Send as email**: open an email to the client with the letter attached as a PDF.
     - **Print**: print the letter. Pabau records the date it was printed.
     - **Mark as completed**: set the letter's status to Completed. It shows only on letters that are not completed yet, and it does not send anything.
     - **Assign**: choose the team member responsible for the letter.
     - **Activity log**: see when the letter was created, printed, emailed or posted.
     - **Delete**: remove the letter. Pabau asks you to confirm in the **Delete the communication entry** window, and a deleted letter cannot be brought back.

![The row menu of a letter showing Edit, Preview, Send as email, Print, Mark as completed, Assign, Activity log and Delete](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490571679989-05-row-menu.png)

*The row menu holds every action for a letter*

**NOTE:** UK clinics that post letters through Pabau also see **Post by mail** and **Cancel posting** in this menu. See [How to Post a Letter by Mail from the Client Card](https://support.pabau.com/en/pabau2/how-to-post-a-letter-by-mail-from-the-client-card?hsLang=en).

**Step 6: Create a Letter From the Letters Page**

You don't need to open the client card first to write a letter.

1. Click **Create** at the top right of the page, then type the client's name in **Search contacts…**.
2. Click the client in **Select a contact**. The letter window opens for that client.

![The Select a contact window with a client searched and selected](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490571679989-06-select-contact.png)

*Pick the client the letter is for*

Write the letter as you normally would, then complete it or save it with a status. The list refreshes as soon as you finish. For the full walkthrough of the letter window, see [How to Create a Letter (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-letter-0?hsLang=en).

**What's next?**

- [How to Create a Letter (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-letter-0?hsLang=en)
- [How to Draft Letters Using AI in Pabau (New Client Card)](https://support.pabau.com/en/pabau2/how-to-draft-letters-using-ai-in-pabau-0?hsLang=en)
- [How to Create a Letter Template](https://support.pabau.com/en/pabau2/how-to-create-a-letter-template?hsLang=en)
- [How to Post a Letter by Mail from the Client Card](https://support.pabau.com/en/pabau2/how-to-post-a-letter-by-mail-from-the-client-card?hsLang=en)

---

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- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
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- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

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