How to Create and Assign Letterheads to Precedents

This guide explains how a Workflow Manager or Admin user can upload a new letterhead and then assign it to a document precedent. This process ensures that all documents generated from that precedent use the correct, branded letterhead automatically, which provides consistency and adherence to your firm's brand guidelines.

Creating a New Letterhead

This process uploads your organisation's letterhead document and saves it within the Yao system.

1. Navigate to the main Templates menu on the navigation bar on the left of the screen.

2. The Templates menu will now appear.

3. Select the Letterheads tab at the top of the Templates screen.

4. Click the New Letterhead button on the right-hand side of the screen to create a new Letterhead. The blank letterhead modal window will open in a new tab.

1. Enter a clear, descriptive name for the letterhead in the Name field.

2. Click the Choose File button or Drag and Drop your letterhead into the document window.

3. Select the Save button to confirm the new letterhead. The new letterhead will now appear in the Letterheads list.

Assigning the Letterhead to a Precedent

After creating the letterhead, you must assign it to the relevant precedent for it to be used when generating documents.

1. While still in the Templates section, click on the Precedents tab.

   
   

2. Locate and select the specific precedent which you wish to assign the letterhead to.

3. In the precedent's details window, select the Letterhead field.

1. From the dropdown list which appears, choose the name of the letterhead which you created in the previous section.

2. Click the Save button to apply the change to the precedent. The letterhead is now successfully assigned to the precedent.