1. Letter Templates
How to access Letter Templates( Edit/View):
Figure 1a:
Figure 1b:
Figure 1c:
Figure 1a
- On the Top Menu Bar, click .
- Scroll down and click Letters
- Loading Default Letter pop-up box will appear:
- Select Yes or No
- Select Yes or No
- Loading Default Letter pop-up box will appear:
Figure 1b:
- Letter Loaded in Both English and Spanish (Yes was selected 1a)
Figure 1c:
- How to edit/view Letter Template
- Double click desired Letter (Account Past Due was selected)
- A pop-up will appear in word format
- You are now able to changes to your template, when Done, click .
- A pop-up will appear, you rename the Letter if desired, click OK when Done.
- A pop-up will appear in word format
- Double click desired Letter (Account Past Due was selected)