When you send a form letter through Workflow, you can have Quorum automatically generate a second, or auto letter, to another recipient. The first letter must have at least one reference merge code in it and the auto letter must be linked to the first letter through the References panel of the Form Letter Record page. You can link one auto letter to each reference in the first letter.
To create an auto letter:
Create the form letter in Document Library.
Add at least one reference to the letter.
On the References panel, select the Auto-Letter for each reference by typing the letter name or clicking the lookup icon and selecting the letter from the list of active letters. Note: You can click the Edit link to go to the Form Letter Record page for the selected auto-letter.
Click the Save and Close button.