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Template Specific Engagement Options
Refer to
Common Letter Features
for more information on the letter features not marked.
Providing client
Change the wording of the letter depending on the services provided for the client.
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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.
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PPE Alternate Headings
Right-click on the PPE headings for a list of alternate headings.
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