Formatting options
 
Formatting options
1
Draft Stamp
1. Draft Stamp
Toggles draft stamp on/off and customizes the draft stamp text. By default this is set globally from the Jazzit Financial Statements, global settings can be found in the Jazzit Diagnostics Report.
2
Confidentiality Notice
2. Confidentiality Notice
Toggles the confidentiality notice on the letter on/off. Also sets alignment, wording and formatting of the notice. Can also be set globally from the Jazzit Diagnostics Report.
3
Country at bottom of inside address
3. Country at bottom of inside address
The country address can be set to on or off in the letter. Can also be set globally from the Jazzit Diagnostics Report.
4
Section heading options
4. Section heading options
Skip/hide section headings in the letter and modify their formats. Options available for letter headings will differ between the type of letter templates.
5
Initial Options
5. Initial Options
An area requiring client initials for a particular section can be enabled.
6
Row On/Off switches:
6. Row On/Off switches:
Display/Hide checkboxes to the right of letter paragraphs. The checkboxes will skip the associated paragraph.