When you've loaded a Smart-Letter as future activity, for example an anniversary of purchase letter, you can complete these activities from the To-Do List.
Select the Smart Letter activity/activities you wish to complete. Note: the Smart Letter activity uses the letter template path as the activity description.
Once you confirm you wish to complete the selected activity/activities, choose one of the following options. If you intend to edit and/or email the letter you must select Preview.
The template will be opened so you can continue and email the letter.
For more information read smart-letters.pdf