Exporting Client Letters

You can export letters created in the Client Communication Manager. They will be saved as a .rtf (Rich Text Format) files.

To export a single client letter:

  1. In the Templates pane of the Client Communication Manager, highlight the letter to be exported.
  2. Do one of the following:
  3. Right-click the highlighted letter and select Export.
  4. Click the Templates menu; then, select Export.

A Browse For Folder dialog box appears.

  1. Navigate to the location where the exported file(s ) will be stored.
  2. Click OK.

Export Results

  1. Click Close.

Select multiple client letters by pressing and holding the Ctrl key while clicking each client letter to be exported.

 

See Also:

Importing Client Letters