How to Create a Letter using a Master Letter Template

How to Create a Letter using a Master Letter Template

While we do have a vast number of letters available, instead you may want to write your own letter for use within G5. You can do this using our master letter template following the instructions below.

Pick the Right Template

Download the appropriate master letter template from our Letters Library.

G5 has multiple options. The two important to this article are:

  • BGM G5 - Gorilla 5 Master Letter Template
    This is the most commonly used template, appropriate for most letters.
  • BGM G5 - Gorilla 5 Master Etiquette Letter Template
    This template is used for personal letters you would address to a single individual. The resulting letter will need to be hand-signed.

However, there are also these templates that can be used in G5:

  • BGM G5 - Gorilla 5 Master Email Template
    This is used to share a regularly used email between Users. It’s use is covered in another article.
  • BGM G5 - Gorilla 5 Master Envelope Template
    Use this template to print your own envelopes if the standard #10 windowed ones are unavailable. This is run in G5 the same way a letter is run. No customization needs to be done.
  • BGM G5 - Gorilla 5 Master Avery 5160 Label Template
    Use this template to print your own labels if the standard #10 windowed envelopes are unavailable. This is run in G5 the same way a letter is run. No customization needs to be done.

Use the Template to Create a Letter

  1. Open the template.
  2. Add a header to the template.
    1. Remove the header that is already in that spot.
    2. Add your own header.
    3. Resize it as needed.
    4. Adjust its position in the header. Click Close Header when finished.
  3. Add a headline above the greeting line if your letter will use one.

    1. Center the headline on the page.
    2. Adjust the font of the headline, along with it’s size, color, and format.
  4. Replace the placeholder text in the template with your message.
    1. Before:
    2. After:
  5. Add any footnotes or Other Postscripts.
    1. Add any text that comes after the signature.
    2. If using the Etiquette template, you can add any desired credential merge fields you want. See the section below on Optional Merge Fields. Otherwise add the postscript below the area the signatory will sign it in.
  6. Go to File and click Save As to save the template under the new letter’s name.
  7. Upload it into the Document Manager in G5.

Optional Merge Fields

Use the G5 Office App to add merge fields into the text of your letter.

  1. Go to Home on the ribbon, and click Add G5 Merge.

  2. Use the same username and password you use for G5 to log into the App.
  3. Select the merge field you want to add. Click Add Merge Field.

You can repeat this process to use as many merge fields as you like from those available.


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