To create a letter in the StrataCollect application, please follow the guide below.

The video below demonstrates the steps for creating a letter.



Step 1: Ensure You Are Logged In
Make sure you are logged into your account. Once logged in, you will be directed to the home page, where you can access all the features and tools available.

Step 2: Navigate to New Letters
While you can create a new letter directly via the Letters tab by clicking New Letter, it is recommended to first navigate to the relevant Matter, then to the Letters subsection under the Workflow tab.

Tip: This method helps ensure the letter is tied to the matter and aligns with the overall workflow.

Step 3: Select the Matter and Template

  • If you clicked + Letter from the Letters tab:

    • Select the relevant Matter from the list.

    • Choose the appropriate Template to auto-fill key details.

  • If you followed the recommended method via the Matter view:

    • Navigate to the Letters section under the selected Matter.

    • Click Create on the letter you want to generate.


    • Step 4: Fill in the Author Information
    Complete all required fields as prompted. These fields may vary depending on the template you selected.

    Note:     The template controls which fields appear and whether they are mandatory or optional.

    For the Signature field, you can draw your signature using your mouse. You can clear and redraw it if needed.

    Step 5: Enter Letter Details
    Fill in any remaining fields related to the letter content.
    Once complete, click Save and Preview to review the letter.
    Tip: Field requirements may change based on the selected template.


    Step 6: Review the Draft

    A draft preview of the letter will be displayed, showing the filled fields and template layout.

    • To adjust any fields, navigate back and update them as needed.

    • To edit the body of the letter, click the Edit Document (pen icon).

      • Standard formatting tools are available (bold, italics, underline, links, etc.)

    • For advanced formatting:

      • Click the Options menu (three vertical dots) to access Edit Header, Edit Footer, and Edit Styles.

    Ensure all content is correct before proceeding.

    Step 7: Render Fields
    When you’re satisfied with the content, click Render Fields. This finalises the field inputs, locking them in.

    Note: After rendering, you can still edit the body of the letter, but not the fields.

    Optional: You may download a PDF preview of the letter at this stage.

    Step 8: Letter is Created

    The letter has now been successfully created and finalised.

    • You can send it via email directly through the platform.

    • To confirm, navigate back to the Letters tab—your letter will now be listed.