HELP GUIDE
×
Menu
Quick Guides
Express menu in letters
Right-click on the Express menu () next to letter paragraphs to view the available options. Right-clicking anywhere on the line or paragraph should also allow access to the Express menu.  You will see different menu options depending on where the Express menu is located. The express menu in letters is similar to the express menu in the Financial Statements. There a few additional options specific to letters.
 
 
Express menu in letters
1
Row on/off switches
1. Row on/off switches
Disable the on/off switches found to the left of each paragraph. The switch is a checkbox that can be ticked off to enable a paragraph and unticked to skip it.
 
2
Skip this paragraph
2. Skip this paragraph
Skips and unskips paragraph. This is linked to the same function as the on/off switches outlined above.
3
Additional space above this paragraph
3. Additional space above this paragraph
Enable/disable space above the highlighted paragraph.
4
Update section from Resource Centre
4. Update section from Resource Centre
Update the individual paragraph from the Resource Centre without having to update the entire letter.
5
Get this section from another client file
5. Get this section from another client file
Get this specific paragraph from the same letter (based on the CaseView identifier) located on another file.
6
Client initials at bottom of section
6. Client initials at bottom of section
Enable a line for client initials under the paragraph.