A walkthrough of how to create letters for clients



Video Walkthrough 





Create Client Letters



Step 1: Select Clients>>Clients List


Select Clear to remove filters from previous search.


Step 2: Choose the Program(s) from the dropdown menu: 
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Step 3: Select Menu>>Documents


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Step 4: Select Add
Step 5: Select the Letter Template you wish to use, then click OK
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The "View Merged Data" feature allows you to see a list of customer data fields that can be integrated into your letter templates. This helps you personalize your letters by including specific information such as names, addresses, and other relevant details directly from your database.



Optional: To see a list of available Merge Fields, select Insert Merge Field.
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Step 6: To edit text within the letter, simply click within the letter template and adjust accordingly. 
Step 7: When you are finished, click Save to save to the client's profile.  You may also Print and/or Export the letter.