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Chapter 16. Letter Setup

How Do I Set Up a New Letter

  1. Click on the Tab in the Main Menu
  2. On the LHS you will see Click on it and the following pop up will appear.
  3. Click the mouse in the Select Letter or Enter New Letter box. Type in the name of the letter you wish to create. Hit the F9 key to save the name.
  4. In Section # enter 0 (zero)
  5. Go to the Close tab and leave the function then go back into it.
  6. Go to the Select Letter drop down. Click on the drop down and select the New Customer letter.
  7. Now you are going to Copy and Paste the text in Section 0 of this letter to the new letter you have created. You will see that the text <<MyName>> is already highlighted.
  8. Using your keypad hit Control key plus the C key.
  9. Go back up to the Select Letter box and use the drop down to select your new letter.
  10. When it appears place your cursor in the Section 0 (it must be in the same position (line) as it appears in the New Customer letter within Section 0, in this case the top line) and hit Control key plus the V key on your keyboard. The text should appear within the section on the top line.
  11. To complete the entire letter setup you need to number each new section and continue to follow the above instructions, but do not leave the function each time. The text in the other sections will not be highlighted so you must Hold down your mouse button and drag it across the text so it goes black/highlights.
  12. After you have pasted the text in each section you can alter the appearance of the text by selecting FontSize, Alignment etc. to make it look flash.
  13. You will see that the content of the New Customer letter is in Section #5. You are probably saying to yourself that it is not all there. Simply click your mouse in that section and the Scroll Bar will appear on the RHS of the section and the cursor will be blinking in the box ready for you to alter the text.
  14. You will see in Section #6 that you will need to type in your sign off if you choose not to use Yours sincerely followed by the Code <<MyContact>>
  15. To view the letter to see that it looks OK go to the Preview box and have a look at the layout.
  16. That’s it, easy eh!!. Don’t worry it gets easier the second or third letter you set up. If you need to muck around placing things and experimenting then go ahead and do so.
Last edited: 8th January, 2009

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