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Create and edit client letters

You can create and edit client letters using the word processor built into the application or Microsoft Word (if it's installed on your computer).
  1. From the Reports menu, select 1 of the following:
    • If you want to use the Planner CS built-in letter editor, select
      Client Letters - .RTF
      .
    • If Microsoft Word is installed on your computer and you want to use it to create client letters, select
      Client Letters - .DOC
      . Planner CS adds a menu named
      Planner Data
       to the menu in Word and changes the commands in Word's
      File
       menu so you can save client letter templates as well as custom letters.
  2. The word processor you chose will open with a new blank letter. To edit an existing letter or template instead, select
    File
    Open
     and open the document you want to edit.
  3. Enter any text and format the document as you want.
    note
    You can also insert plan data into a client letter.
  4. When you're finished, select
    File
    Save As
     if you're creating a new letter, or select
    File
    Save
     if you're editing an existing letter or one that was previously saved.
    • To save this client letter as a template to use for other client letters, select
      Template
       then select
      OK
      .
    • To save the client letter as a unique letter for the open plan, select
      Custom
      . Enter a name for the letter in the
      Letter name
       field then select
      OK
      .
  5. After saving the client letter, select
    File
    Close
     to return to Planner CS.

This article applies to:

  • PRODUCT: Planner CS