Client Communication Toolbar

The Client Communication Manager toolbar contains many components of your average text editing program.

Client Communication Manager toolbar

Template Tools

Tool

Description

When a template/letter is selected in the Templates pane, this opens the item in the Editor pane.

Saves the template/letter that is currently open in the Editor pane.

Only available when using the Blank template. When working with the Blank template to create a custom letter, you must use the Save As feature in order to leave the template itself blank.

Closes the template/letter that is open in the Editor pane.

Attaches the open letter or template to the open return.

Restores the selected letter or template to its default state.

Text Tools

Tool

Description

Use the Select All button to select all text/variables in the open letter or template for editing.

Select the desired font from the drop-down list.

Select the desired font size from the drop-down list.

Click to bold selected text.

Click to italicize selected text.

Click to underline selected text.

Click to select text color for selected text.

Click to select text highlight color for selected text.

Formatting Tools

Tool

Description

Click to Left Align selected text or images.

Click to Center selected text or images.

Click to Right Align selected text or images.

Click to Justify selected text or images.

Click to start a Bulleted List.

Click to start a Numbered List.

Editing Tools

Tool

Description

Shortcut

Click to Copy the selected text or image.

Ctrl+C

Click to Cut the selected text or image.

Ctrl+X

Click to Paste from clipboard.

Ctrl+V

Click to Undo the last action.

 

Click to Redo the last undone action.

 

Insert Tools

Tool

Description

Click to Insert a Picture or Graphic into the open template at the cursor location. Supported file types are .png, .jpg, .gif, and .bmp.

Displays Insert Table dialog box, which allows you to choose the number of rows, columns, border color, and border thickness.

Find and Replace/Spell Check Tools

Tool

Description

Provides standard Find and Replace functionality for all open templates.

Click to Spell Check the current template.

 

See Also:

Standard Client Letters