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. |