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Add client-specific form filing instructions

You can add client-specific filing instructions in the

Reports list

pane of the

Report Designer

.

Select
File
, then Report Designer
.

Select
Letters
at the end of the

Reports list

.

Add a custom folder.

Associate the custom folder with any clients that will use the customized filing instructions.

To create a letter based on the standard Form Filing Instructions letter:

Right-click the Form Filing Instructions
letter and select Copy
from the context menu.

Right-click the custom folder that you created and select Paste
form the context menu.

To create a new letter:

Right-click the custom folder that you created and select New
then Letter
from the context menu.

Name it Form Filing Instructions
and go to step 7.

Use variable and text options in the

Design Tools

to change the instructions.

tip

You can also add form-specific filing instructions to your custom folder to use special instructions for certain forms for certain clients.