JAZZIT FUNDAMENTALS HELP GUIDE
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Letter to Lawyer Highlights
 
Letter to Lawyer Highlights
1
Sort body of letter
1. Sort body of letter
Click on the button to sort the letter in the preferred order.
2
Summary of key information
2. Summary of key information
This section list a summary of key information. Check off the checkboxes to the left of each item to print relevant items or uncheck the checkboxes to skip irrelevant items. You can also add more lines using the Express button ().
3
Show or hide sections
3. Show or hide sections
Click on the folder icon show or hide a desired section.
4
Sort
4. Sort
Use the sort button to sort the enclosures into the preferred position.
5
Row on/off switch
5. Row on/off switch
If the row on/off switches have been set to Yes check boxes will appear to the left of the row. Check or uncheck the check box to turn a row on or off. The row will be set to skip and any number rows will be renumbered where necessary. You can also right-click on the Express button () and select the Display row on on/off switches options.
6
Express button
6. Express button
Right-click on the Express button () to view the available paragraph and section options. Use the express button to insert new paragraphs, sort the paragraphs within a section, insert page breaks and delete existing paragraphs.
7
List of directors switch
7. List of directors switch
Use the popup menu to select either no change in directors or a change in directors. If the New directors option is selected a new section will display, allowing you to enter the new directors' names. Use the Express button () to add more names or to sort the existing names.
 
8
List of officers switch
8. List of officers switch
Use the popup menu to select either no change in officers or a change in officers. If the New officers option is selected a new section will display, allowing you to enter the new Officers' names. Use the Express button () to add more names or to sort the existing names.
 
9
Client approval signature block
9. Client approval signature block
The client approval signature block can be switched on or off in the Template Options. The client name is transferred from the contact section of the Engagement Properties. Use the popup menu to select an alternative name and(or) salutation.