Create and Add Word Templates

There is some good written info on creating and adding Word templates in the Reference Manual. You can find it by going to Help | Reference Manual(pdf) | Reference | Reports | Letters and Envelopes.

The other way is to click on the Help | Help topics | Index tab and type "letters" [without the quotation marks] into the search field.

Scroll way down to find the paragraph on adding a letter into the templates in item #8.

If you would like more detail than is given in the manual, give us a call and we can walk you through it.


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