HELP GUIDE
×
Menu
Quick Guides
Template Specific Engagement Options
 
Refer to Common Letter Features for more information on the letter features not marked.
 
Template Specific Engagement Options
1
Providing client
1. Providing client
Change the wording of the letter depending on the services provided for the client.
 
2
Page selection
2. Page selection
The Year-end checklist letter carries a number of of accompanying pages. They can be activated/deactivated using the checkboxes in the panel. Click Sort the order of pages to sort the pages within the letter.
 
3
PPE Alternate Headings
3. PPE Alternate Headings
Right-click on the PPE headings for a list of alternate headings.