Office Administration & Digital Productivity · Beginner level

Beginner level · Module 1: Office Management and Document Preparation · Lesson 2 of 3

Letters, Memos and Templates

Prepare standard documents quickly and consistently from templates.

In this lesson you will

  • Prepare a letter and memo in standard formats
  • Build templates with styles

Key concepts

letterheadmemo formattemplatesstyles

The lesson

Formal letters go outside the organisation: letterhead, date, reference, recipient's address, subject line, body, closing and signature block. Memos stay inside: To, From, Date, Subject and a short body.

Templates fix layout, fonts and logos so every document looks the same. Built-in styles for headings and body text keep formatting consistent and allow an automatic table of contents.

Write plainly: one purpose per document, the main point first and a clear request or next step.

Step by step

  1. Draft a letter in standard format.
  2. Draft a memo.
  3. Save each as a template with styles.
  4. Test the templates with new content.

Practice activity

Create the letter and memo templates for the office.

Expected result: Reusable templates producing consistent documents.

Check your understanding

  1. Which document goes outside the organisation — a letter or a memo?

    Show answer

    A letter.

  2. Why use styles in templates?

    Show answer

    They keep formatting consistent and enable automatic contents.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.