1. What's the difference between a letter and a doc?

"What's the difference between a letter and a doc?"

Both letters and docs have a number of differences.

To understand some advantages of a letter, compared to a doc:

1. First, to make a new letter, tap: "Menu", "Docs ... all", then "New doc"
2. And then select: New letter
3. Once it slides out on the right, you can set the "Subject" and contents of your letter to whatever you like.
4. You'll see that by filling in a few things on the left.
5. That, on the right, you'll have a nicely formatted preview of a letter. Including: the address, date, subject, greeting, letter body, signature, logo, and letterhead.
6. Then to download your letter as a PDF, tap: Download PDF (at the bottom)
7. The download takes a few seconds while it generates a PDF that includes your company's letterhead on the side of the first page.
8. Once it's downloaded, tap the downloaded PDF to see it.
9. And finally, when printed, the "To" address is perfectly positioned for windowed envelope posting.

To understand some advantages of a doc, compared to a letter:

1. First, to make a new doc, tap: "Menu", "Docs ... all", then "New doc"
2. And then select: New doc
3. Some advantages of a doc, compared to a letter, is that a doc doesn't add any extra formatting to the top or bottom of the page.
4. Instead, it gives you a large blank area to work with.
5. Once it slides out on the right, you can set the "Document name" and contents of your doc to whatever you like.
6. Once you've entered your document name, a useful way to create the doc body is to tap the round "Copy for AI" button (at the top)
7. Then go to your preferred AI site, like ChatGPT, and paste what's copied.
8. Feel free to type in more info to tell ChatGPT more about what you want.
9. But keep the note about "markdown format" on the end.
10. Once ChatGPT's generated your doc body, tap: Copy (at the bottom)
11. And then back in 1st Money, paste it into the doc body.
12. Also, you may want to delete the duplicate heading (at the top).
13. Then to download your doc as a PDF, tap: Download PDF (at the bottom)
14. The download takes a few seconds while it generates a PDF that includes your company's letterhead on the side of the first page.
15. And finally, once it's downloaded, tap the downloaded PDF to see it.

Keep in mind that:

• Both of the "New letter" and "New doc" options show your letterhead on the right side of the first page.
• But after the first page, the letterhead isn't shown any more.
• Also, for both of the "New letter" and "New doc" options, nothing about your doc or letter is stored on 1st Money's servers.
• Once you download your PDF, and tap Close & discard your doc or letter is gone from 1st Money's servers forever.

If a feature's not showing:

• If "Docs" isn't showing in the menu, it means your org hasn't turned on the docs feature yet.
• To turn on the docs feature, watch the video on: Turning on HR Docs

And that's it! That's everything you need to know about any differences between letters and docs!