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Letters

Create client letters with the built-in client letter writer

You can use the Planner CS built-in client letter writer to create a standard template letter for your clients, as well as design custom letters for individual plans. You can also insert plan data directly into a letter.
To open the
Client Letter
 window, select
Reports
Client Letters - .RTF
note
If you have Microsoft Word installed on your computer, you can create and print client letters using Word.

This article applies to:

  • PRODUCT: Planner CS