# Letter Templates

#### **Configuring Renewal Letters in NCompass Email System**

Renewal letters are sent out via the NCompass Email system, the template can be configured in the admin menu.

Navigate to **Administration > Email Templates**.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/ifsaADPZy5pqnols-embedded-image-98bzgshv.png)

#### **Assistance**

Our Implementations Team will assist you in setting up templates and linking them for you. There is an additional hourly charge for this service.

### **Adding a New Template**

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/XxBeA0Gd6K8WaGlv-embedded-image-mb2g467p.png)

1. Click **‘New’**.
2. Enter your email template text into the message box. 
    - You can add tags from the list. The tags insert customer or agreement information when the email is sent. The list of tags now includes **%RENEWALDATE%** and **%AGNO%**

To attach PDF documents (same document for all customers, e.g., general terms and conditions or promotional documentation):

Click on the **‘Attachments’** tab.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/V0yBxTrjbQPd8U5R-embedded-image-isqm4hol.png)

Click **‘Add’** to open a file browser and add your PDF documents.

Browse to your file attachment. You can use the normal Windows browsing and selection, including highlighting multiple documents at once.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/LpdvCFd5UCSViMR7-embedded-image-q1vwn36s.png)

- - Click the **‘Open’** button to add them to your list of attachment 
        - You can add multiple documents by clicking the **‘Add’** button again.

Once your message and attachments are complete, click **‘Save’**.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/HnA8yB76om4Aulna-embedded-image-ff1drwum.png)

### **Deleting an Attachment**

1. Highlight your attachment.
2. Click **‘Delete’** to remove the attachment from the list.

### **Editing a Template**

1. Highlight your template from the list.
2. Click **‘Edit’**.
3. Amend the template as needed.
4. Click **‘Save’**.