Follow the steps below to create or edit the Master Letter Template.
Select Setup > ATO SmartDocs > Configuration.
Select the Letter Templates tab.
Select the Master Template tab.
Update the letter content in the editor window.
Insert variable field data using square brackets, for example [FinYear]. The list of available fields appears below the editor.
When inserting [ManagerSignature] or [PartnerSignature], upload the signature image for the user under Setup > Manage > Users > Approver Signatures.
Review the list of available fields, noting that the fields vary depending on the content of your Hubdata screen.
Use the editor toolbar to format the letter, including adjusting font style and font size.
To insert a single line space, hold Shift, then press Enter.
Select Save at the bottom right of the editor window to save the Master Letter Template.
The Master Letter Template will to be applied whenever a client’s document is processed with Method = paper and no Custom Letter Template exists for the Document Type.