- \n
- Click<\/span> System on main toolbar and select Form Letters from the dropdown menu. <\/span>
\n<\/span><\/li>\n- Click on Company Letters.<\/span><\/li>\n
- Click on the plus sign under the dropdown menu on the lower frame on the right hand side of the screen to add a new letter. <\/span><\/li>\n
- Name the document. The name provided auto-populates as the subject of the email. <\/span>Do not use symbols in the name of the letter.<\/strong><\/li>\n
- Type content of letter into the Text box. The toolbar within the Text area provides features for creating the Form Letter:<\/span>\n
- \n
- New Document<\/strong> button to remove existing text and start a new letter.<\/span><\/li>\n
- Open Document<\/strong> button to find and upload a file on your computer to the PCRecruiter Form Letter area.<\/span><\/li>\n
- Save Document<\/strong> button to save a copy of the letter to your computer.<\/span><\/li>\n
- Print<\/strong> button to send the letter to your printer.<\/span><\/li>\n
- Cut, Copy or Paste<\/strong> buttons to transfer content to and from your clipboard.<\/span><\/li>\n
- Left Justify, Center and Right Justify<\/strong> buttons to align selected letter content.<\/span><\/li>\n
- Format Paragraph<\/strong> to create headings, numbered lists and ordered lists.<\/span><\/li>\n
- Bold, Underline, and Italics<\/strong> buttons to format text.<\/span><\/li>\n
- Insert Picture<\/strong> icon to include images.<\/span><\/li>\n
- Insert Fields<\/strong> button to insert date, field data, signature, or an Email Opt Out Link .<\/span><\/li>\n<\/ul>\n<\/li>\n
- The User Name field will default to your user name, which means this is a document for your use only. Clear the field if the document should be shared with other users, and the word ‘Global’ will be inserted automatically once the document is saved.<\/span><\/li>\n
- Use the selector to the right of the Folder field to select a folder in which the letter should be saved.<\/span><\/li>\n
- Click SAVE.<\/span><\/li>\n<\/ol>\n
Example of Company Form Letters:
\n![\"company_letter\"](\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/06\/company_letter.png\")
<\/a><\/strong>
\nClick here<\/a> to learn how to send a Company Form Letter<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"Company Letters can be sent to an individual record, rollup list, or a list of search results. They are best used to send voicemail follow ups, request more information, or market to the company. Creating Company Form Letters: Click System on main toolbar and select Form Letters from the dropdown menu. Click on Company Letters.… Continue reading Creating Company Form Letters<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":["2620","22720"],"footnotes":""},"doc_category":[],"doc_tag":[],"knowledge_base":[25],"class_list":["post-5776","docs","type-docs","status-publish","hentry","knowledge_base-nine","entry"],"year_month":"2026-05","word_count":325,"total_views":"311","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5776"}],"version-history":[{"count":2,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5776\/revisions"}],"predecessor-version":[{"id":11808,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5776\/revisions\/11808"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5776"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5776"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5776"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Open Document<\/strong> button to find and upload a file on your computer to the PCRecruiter Form Letter area.<\/span><\/li>\n
- Click on Company Letters.<\/span><\/li>\n