Write a Letter

Similarly to sending an email, this form of client contact is best triggered from the client Contact Screen by double clicking on a Postal Address

Productivity Tip

When setting up a client record, the record needs a minimum of a telephone number, a physical address and a postal address - otherwise you can't use the functionality of the system to any great degree. A few seconds work at the start means lots of time savings over the lifetime of dealing with the client.

Client has a Postal Address

1.	Start by double clicking on the Postal Address you wish to use

2.	The Word Document Wizard opens

3.	Choose the document template you wish to use. In this case we are using the template Sov Adjustment

4.	Write your Journal notes so you will recognise the document later on in the Journal (a few words, not an essay...)

5.	Click Create

6.	Word will open and the merge fields will populate from the client file

7.	Complete the document in the normal way

8.	Now the only tricky bit - Save the document by clicking on the Save Icon in Word. Don't go File/Save as.

9.	Ok, there is another tricky bit - close Word completely by using the X in the top RH corner. Issue here on older versions of Word where you could close the document and leave Word running in the background.