Customizing Extension Letter | Zoho Contracts

Customizing Extension Letter


View Extension Letter Template

  1. Select the Admin tab at the top of the page. 
  2. Select Contract Letters from the left panel. 
  3. Click Extension Letter on the list of templates. 


The extension letter template will be displayed. You can also view a sample extension letter by clicking the Sample Letter tab at the top of the Extension Letter page. 


Edit Extension Letter Template

  1. Select the Admin tab at the top of the page. 
  2. Select Contract Letters from the left panel. 
  3. Click Extension Letter to open the extension letter template.
  4. Click Edit Template at the top-right corner of the Extension Letter page.  
  5. Hover over a text block, then click Edit  at the top-right corner of the block to edit the text. 
  6. Change the text in the Language section. You can also format the text by using the text formatting options in the Language section.
  7. To insert Document Fields, click Insert Fields in the Language section, then choose a field from the list of System Fields.
  8. Click Update after editing the text block. 
  9. Repeat steps 5 to 8 until you make the text related changes in the extension letter template. 
  10. To reorder the text blocks in the template, hover over a text block, click Reorder  at the top-left corner, then drag and drop the text block. 
  11. To view the extension letter template's preview, click Preview at the top-right corner of the Edit Extension Letter page. Click the Sample Letter tab at the top of the preview page to view the sample letter. You can choose the necessary conditions from the Preview Options panel on the left. 
  12. Click Save at the top-right corner of the Edit Extension Letter page after you have edited the extension letter template. 

NoteThe changes made to the extension letter template will only be reflected in the new extensions. 

  1. Select the Admin tab at the top of the page. 
  2. Select Contract Letters from the left panel. 
  3. Click Extension Letter to open the extension letter template.
  4. Click More  at the top-right corner of the Extension Letter page, then choose Print.  

TipYou can also print the template from the templates list page. To do so, click More  next to the Extension Letter, then choose Print
Download Extension Letter Template 

  1. Select the Admin tab at the top of the page. 
  2. Select Contract Letters from the left panel. 
  3. Click Extension Letter to open the extension letter template.
  4. Click More  at the top-right corner of the Extension Letter page, then choose the format in which you want to download the letter template. You can either download the template as an MS Word Document or a PDF Document.   

TipYou can also download the template from the templates list page. To do so, click More  next to the Extension Letter, then choose the format under the Download As section. 


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