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Form Letter Window

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To open Form letters, use the main menu Form Letters Menu >> Letters >> New Letter menu. The Form Letter window opens. Click for more information on the:

Quick Reference information (Quick Reference Guides, Cheatsheets and Videos) is available for some Form letter functionalty. Click here to access the Form Letter specific links.

Parts of the Form Letter Window

Creates a new form letter. Click here for more information on creating a new Form Letter.
Saves the current Form Letter.
Duplicates the current Form Letter. Click here for more information on duplicating Form Letters.
Reverts to the last saved version of the letter.
Deletes the current Form Letter. Click here for more information on deleting a Form Letter.
Prints the current Form Letter. Click here for more information on printing Form Letters.
Checks the spelling of the current letter.
Undoes the last action taken on the current letter. This does not revert to the last save.
Redoes the last action that was undone. This is good for correcting an action that was accidentally undone.
Imports an RTF document to be used as a letter. Click here for more information on importing a Form Letter.
Exports the letter as an RTF document to be opened in another application. Click here for more information on exporting a Form Letter.
Opens the Form Letter Info Window. Click here for more information on the window.
Opens a list of patrons who have been sent this specific letter.
Formatting Pallette The fomatting pallette allows easy access to many common word processing functions. For more information on this feature, click here.
Context Menu The Context Menu, also known as the right-click menu allows for adding new fields and making other adjustments to the letter. For more information about using this menu, click here.
Headers and Footers Headers and Footers can be used for contracts and page numbering. For more information about using the header and footer, click here.
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