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Letters

Client letter keyboard shortcuts

Some of the most commonly used commands, such as
Open Plan
 or
Print
, are assigned keyboard shortcuts you can use to quickly run a command directly from the keyboard without having to use the dropdown.
Refer to the following table for the keyboard shortcuts:
Key Combination
Result in Data Entry
CTRL+B
View the body text in the open client letter.
CTRL+D
Open the
Date and Time
 screen where you can insert the date and time into the open client letter.
CTRL+F
View the footer text in the open client letter.
CTRL+H
View the header text in the open client letter.
CTRL+N
Insert page numbers into the open client letter.
CTRL+O
Open the
Client Letters
 screen where you can select a custom letter or template letter for editing.
CTRL+P
Print the open client letter.
CTRL+R
Open the
Print-Preview
 window to view how the client letter will look when printed.
CTRL+W
Open the
Select Data to Insert into Document
 screen where you can select plan data to insert into the open client letter.

This article applies to:

  • Product: Planner CS