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Client letter menu commands

You can use the menu on the

Client Letter

window for various commands or to access different areas in the client letter writer. Refer to the following table for the commands available in the menu.

Menu	Commands
File	Add, open, and save client letters; print and preview the client letter; and close the client letter writer.
Planner Data	Insert plan data into a client letter or update plan data that has been inserted.
Edit	Undo your last edit; cut, copy, and paste text; delete text; select all text in the client letter.
View	Choose to view grid lines, header text, body text, footer text, or field code names.
Insert	Insert date and/or time, symbols, tables, other files, and images.
Format	Modify paragraph alignment, borders, bullets, the entire page, and tabs; choose to display header text within page margins; choose to display table lines in gray (instead of black); and select how to display headers and footers.
Help	Access the Help and Support center, where you can find extensive information about using Planner CS.

This article applies to:

PRODUCT: Planner CS