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This article applies to:

  • Product: Planner CS

Insert information from a file into a client letter

You can use the
Open
 screen to insert information from a file into a client letter.
  1. Select
    Insert
    File
    Open
     from either the
    Custom Letter
     or
    Template Letter
     window.
  2. Find the file to insert into the open client letter.
  3. Select the file, then select
    Open
     to insert the file into the letter.