Go to Advanced Setup from the main menu and choose Letter Master.

From the Custom Letter Templates screen click on the  button.

Now in the box next to the Letter Name type in the desired name for the letter. In the box next to Group Code fill in the correct code from the code sheet. (Group Code should be always in caps). In the drop down box next to Tag, select all the required options. Copy the received information from client specified PDF etc. & then paste it on word & then correct the alignment for it. Copy this information on the editor window in Custom Letter Templates.

Click on the Save button.

 

Leave a Reply

Your email address will not be published. Required fields are marked *