How do I create a new letter or document?

In Altis you can create a letter or a document using existing templates. To create a letter or document select the appropriate icon on the top of the page or from the tools menu on the left.

Creating a document:

Once you have selected the create new document icon, a new window will open, this is the part where you will need to select a template from the list for the document you wish to create. Once you have selected the required template, click on proceed. This will then open a new window with the following options.

  • Create final document – this button creates the document from the selected template and stores a copy of this document in the sorting office allowing you to download and view the document from the sorting office.
  • Create and download final document – this option creates the document from the selected template and then automatically downloads the document and allows this to be opened in your word processor.

Create a Letter:

Once you have selected the create new letter icon, a new window will open, this is the part where you will need to select a template from the list for the letter you wish to create. Once you have selected the required template, click on proceed. This will then open a new window with the following options.

  • Create draft – this option allows you to create a draft letter and save this to complete at a later time, when clicking the create draft option, this will save a draft copy of the letter in the sorting office. This will show in the sorting office labelled draft.
  • Create final document – this button creates the letter from the selected template and stores a copy of this document in the sorting office allowing you to download and view the document from the sorting office.
  • Create and download final document – This option creates the letter from the selected template and then automatically downloads the document and allows this to be opened in your word processor for editing.