Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Letters

Create client letters with Word

If you have Microsoft Word installed on your computer, you can create and print client letters using Word.
To open a blank client letter document in Word, select
Reports
Client Letters - .DOC
.
When you open Word from Planner CS, there will be a Planner Data menu in addition to the standard Word menus. Use the Planner Data menu to insert plan data into a client letter and to update plan data already inserted into a client letter.
note
You can also use the Planner CS built-in client letter writer.

This article applies to:

  • PRODUCT: Planner CS