Custom paragraphs for Organizer documents
Organizer
documentsTo access and manage custom paragraphs for client documents, select tab. Here you can create or edit custom paragraphs. Mark the checkbox next to the custom paragraph to include it in the organizer cover letter for all clients.
The application automatically includes default custom paragraphs in client documents. To insert a new custom paragraph that you created, open the document, place your cursor where you want to add the paragraph, and select . Mark the checkbox for the custom paragraph in the
Insert Custom Paragraph
window. The selected custom paragraph is added to the open document for all clients.Related Content
-
Change the default Organizer cover letter
Format:
Article,
1 min read
-
Change the email greeting for email and Web Organizers
Format:
Article,
2 min read
-
Change the Organizer Engagement letter
Format:
Article,
1 min read
-
Change Client Organizer questionnaires
Format:
Article,
2 min read
