Working with Letters

If you are in a module record, open the Letters tab. Alternatively, click Letters in any of the suite menus.

Copying a Letter

You can copy a letter in order to send a duplicate to someone else, or to edit a letter that is no longer marked “Draft”.

You cannot copy a letter that is marked “Draft”.

1. From the list of letters, select the check box beside the one you want to copy, then choose Actions»Copy.

2. The letter opens, exactly the same as the original, but marked “Draft”.

3. Make any changes required and click Save.

Printing a Letter

Select one or more letter in the letter and choose Actions»Print.

To save a PDF version of a letter to print later, choose Actions»Export Letter to PDF. When the PDF opens, choose the print or save function as required.

Saving a Letter as HTML

To save a letter in HTML format, choose Actions»Export Letter to HTML. The letter opens in a new browser window, where you can save it. Any HTML/CSS/Javascript that you included is “sanitized” to remove any potentially harmful code to protect against cross-site scripting (XSS).