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2a. What's a single use letter, and how do I make one?

Single use letters2:26

"What's a single use letter, and how do I make one?"

A single use letter is a doc that's got all the formatting of a letter, including the "to" and "from" addresses (at the top), and your org's letterhead on the side. It also has the sender's signature block (at the bottom).

To make a single use letter, and download it as a PDF:

  1. First, tap: MenuDocs ... allNew doc
  2. Then set it to: "New letter"
  3. Once it slides out on the right, look up the address of the person you're sending it to.
  4. You might also type in the name of the person you're sending it to, above the address.
  5. Then type in the subject, name, and contents of your letter.
  6. Next, now that you've got your letter exactly how you'd like it to look, to see what type it's set to, open the bottom menu:
  7. Then tap: Change letter type
  8. And you'll see that, by default, all new letters are set to: "Single use (no history, no confirm)"
  9. In the notes, you can see that the main purpose of a "single use" letter is to download it as a PDF.
  10. You'll also see that nothing about the "single use" letter is stored on 1st Money's servers once you close it.
  11. Next, to download the letter as a PDF, tap: Download PDF (at the bottom)
  12. The download takes a few seconds while it generates a PDF that includes your company's letterhead on the side of the first page.
  13. Once it's downloaded, tap the downloaded PDF to see it.
  14. You can now save or print your downloaded PDF.
  15. And finally, tap Close & discard, and now that it's closed, nothing remains stored on 1st Money's servers.

Keep in mind that:

  • Once you close your letter there's no way to restore it back.
  • If you want to save your letter for future use, you'll need to change it to a different type.

To learn more:

And that's it! That's everything you need to know about making a single use letter, and downloading it as a PDF!

Updated: Sat, Feb 10, 2024.

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www.1st.money/help/HR_Docs/2a._What's_a_single_use_letter,_and_how_do_I_make_one