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Letter Generation

Required Role

TEMPLATE_MANAGEMENT permission — Global roles only

The Letter Generation tool allows you to batch-generate or individually produce formal letters for clients using your configured Letter Templates.

Generating a Letter​

Single Letter​

  1. Click Generate Letter
  2. Select the client
  3. Select the letter template
  4. Review the auto-filled content
  5. Make any manual edits
  6. Click Generate — a PDF is produced
  7. Download, print, or send directly to the client via email

Batch Generation​

Generate the same letter type for multiple clients at once:

  1. Click Batch Generate
  2. Select the letter template
  3. Search and select multiple clients
  4. Click Generate All — individual PDFs are produced for each client
  5. Download all as a ZIP file, or send each by email

Common Use Cases​

  • Visa outcome letters — notifying clients of visa approval or refusal
  • Status update letters — formal progress updates for employer sponsors
  • Document request letters — formal requests for outstanding information
  • Reference letters — support letters for client applications
  • Engagement confirmation letters — confirming the start of your service engagement

Generated Letter Storage​

All generated letters are automatically saved in the client's File Manager record for future reference.