Generate a letter
Step 1 - Open a client's file with either the 'Search' or the 'Client List'
Step 2 - Click on the 'Generate Letter' button
Step 3 - Generate your Letter
The simplest way of generating the letter is by selecting from the drop-down lists above the letter (as pictured above).
- Select a 'Recipient'
- You can then select from the remaining three drop-down lists.
- After selecting 'Select Template' the letter will automatically generate in the the text field below
Step 4 (Optional) - Make any final changes to your letter
After generating the letter with a template, you can optionally make some further changes to it. For example, you can manually type in more information or select more information to include from the 'Insert information' drop-down.
Step 5 - Finish the letter writing process
After the letter is complete, you can print, save, email or pdf the letter.
Adam Kluga -