Preview a client letter using the client letter writer

You can preview client letters in the client letter writer that are saved as RTF files.
note
You can't preview client letters saved as DOC.
  1. When a plan is open, select
    Reports
    Client Letters-.RTF
    .
  2. In the
    Custom Letter
    window, open an existing client letter or create a new client letter.
  3. Select
    File
    Preview
    to preview the letter.
  4. When you're finished previewing the letter, select the close icon to close the preview window.