Edit a saved letter

After you have saved a letter, you can come back to them and edit them at a later time

 

Step 1 - Open the relevant client's file with the 'Search' box or from the client list

 

 

Step 2 - Select 'Client Files'

 

 

Step 3 - Click on the letter you would like to edit, then press 'Edit File'

 

After selecting 'Edit file' you will automatically be navigated to the letter writer, where you can edit as desired.

Adam Kluga -

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