Select Letter Pop-Up Menu

To open the Select Letter Pop-Up menu, click the menu mouse button on one of the available letter types. Each option on the menu relates to that particular letter type. It contains the following options:

Open - The Letter Options window opens, which allows you to choose which clients to send the letter to.

Modify - This is only available for User letters. First the Letter Options window opens, which allows you to choose which clients to send the letter to. When you select OK, the letter template opens in Microsoft Word, allowing you to change it. The template contains the layout and text of the letter type and information about which fields are present and their position.

Important: You can only modify templates using Microsoft Word. You cannot do this using a different word processor.

Delete - Delete the letter type. This is only available for User letters.

Properties - Opens the letter type's Properties window. Properties can only be changed if the letter type is a User letter.