Create a One-Off Document
Navigate to Settings, then click Configuration.
Select Acknowledgements and Documents.
Click Add Document.
Select how the document will be sent:
Email.
Mail.
Select an Activity Type to record the sending of the document on the constituent’s timeline.
Configure Email Settings (If Sending by Email)
Enter the From Email Address.
Enter the From Name.
Add a Subject Line.
These values can be changed at the point of sending if needed.
Add Your Document Content
Scroll to the Acknowledgement / Document Template area.
Paste the wording of your letter or email into the text editor.
You can prepare the content in Word and then paste it into the template.
Use Ctrl+V (Windows) or Cmd+V (Mac) to paste.
Click Save.
📌 Note:
Browser security restrictions may block right-click pasting. If you see an error, use the keyboard shortcut instead.
Some formatting (fonts, spacing, or special styles) may appear differently after pasting. The editor supports common formatting but not all custom fonts or advanced styling.
Images
You can also include pictures.
Placeholders
You can find all the placeholders .