Create a New Custom Letter Type to Use with a Different Word Processor

If you do not have a copy of Microsoft Word, you will be unable to generate letters automatically. However, you can create letter types that will produce a merge file, containing the appropriate fields for the clients that you specify.

1. Select the Letters icon from the toolbar to open the Letter Generator.
2. Click on Add Letter with the select mouse button and select the OK button.
3. Complete the Create New Letter wizard.

4. After you select Finish on the final page of the wizard, the letter type will appear in the Select Letter window. .