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Intelliprint

Templates & Letterheads Guide

Learn how to create and manage custom templates and letterheads for your mailings

Custom Letterheads

Custom letterheads allow you to add your branding, logos, and contact information to all outgoing mail. Once created, letterheads can be applied to any document with a single click.

Creating a Letterhead

Steps to Create a Letterhead:

  1. Go to "My Account" > "Letterheads"
  2. Click "Create New Letterhead"
  3. Enter a descriptive name for your letterhead
  4. Upload your logo or branding image
  5. Position elements on the page using the designer tool
  6. Add text elements for contact details if needed
  7. Save your letterhead

Letterhead Requirements:

  • Logos/images should be high-resolution (300 DPI recommended)
  • Supported formats: PNG, JPG, or PDF
  • Maximum file size: 5MB
  • Allow at least 20mm margin for main content area

Advanced Letterhead Options

  • Header and footer placement: Position your branding at the top, bottom, or both
  • Multiple pages: Configure different designs for first page vs. subsequent pages
  • Background or overlay: Choose whether your letterhead displays behind or over your content
  • Transparency: Adjust opacity for watermark effects
  • Bleed settings: Extend background elements to the edge of the page

Pro Tip: Create multiple letterheads for different departments or purposes. You can set default letterheads for each team or allow users to select from available options.

Using Letterheads

Applying to Documents

Apply letterheads during the document upload process:

  1. Upload your document
  2. In the document options, locate the "Letterhead" dropdown
  3. Select your desired letterhead from the list
  4. Preview how your document looks with the letterhead applied
  5. Make any adjustments needed before proceeding

Setting Default Letterheads

Configure letterheads to apply automatically:

  • Personal default: Set in your user preferences
  • Team default: Configure in team settings (requires Team Admin role)
  • Organisation default: Set organisation-wide defaults (requires Admin role)

User-selected letterheads override team defaults, which override organisation defaults.

Document Templates

Beyond letterheads, Intelliprint allows you to create and save complete document templates for frequent mailings, including content, formatting, and recipient data.

Creating Document Templates

  1. Start with a document you want to use as a template
  2. Set up all options (letterhead, postage, etc.)
  3. Before final submission, click "Save as Template"
  4. Give your template a descriptive name
  5. Choose which elements to save (design, settings, content)
  6. Set visibility (personal, team, or organisation-wide)

Template Use Cases

  • Standard correspondence (invoices, statements, notices)
  • Regular newsletters or updates
  • Welcome packs and onboarding materials
  • Marketing campaigns with consistent formatting
  • Forms and structured documents

Template Management

Managing Your Templates

Access your template library from "My Account" > "Templates" to:

  • View all available templates
  • Edit existing templates
  • Duplicate templates as starting points
  • Set permissions and visibility
  • Archive unused templates

Best Practice: Regularly review and update your templates, especially those containing legal text, prices, or time-sensitive information. All templates include a "Last Updated" timestamp to help track changes.

Ready to Create Professionally Branded Mail?

Learn how to use your letterheads and templates while uploading documents.

Learn About Uploading Documents