Renaming letter templates

Follow these steps to rename a letter template that was created using the
Create your own
option.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Templates
    .
  3. Select the template you'd like to rename.
  4. Select the
    Edit
    icon next to the name.
  5. Type the template's new name then select the
    Save
    icon.

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