Helpful Hints

·	The word processor will read in and save files in many different formats. The default is .rtf . You will need to change this by doing a 'save as' and choosing your desired extension, if you want to save the file in a different format.

·	If you insert a field, and it has a grey background, and you can't seem to get control of the cursor, hit your right arrow on your keyboard to unhighlight the field.

·	You can enter a default salutation for a client form the word processing browse box by clicking on the 'salutation' button at the bottom of the screen. Choose the <Salutation> field from the field box to insert this into a document.

·

You can choose to add an item to memos and suspense, or to re-add an item by clicking on the clock button at the bottom of the word processing browse box. You could use this if you inadvertently cancel the screen that lets you do this, or if you were to re-send a document, you could then add this information.

 

 

Merge Client Information into a Form Letter Template

 

To create a document from a template for an insured, first, open the client's word processing browse box as described . Then, insert a new document, and give it the desired description. You will then need to open the appropriate template. To do this, click on 'File' and 'Open'. Find the folder that the template was saved in. Then find the file, and open it. You will see the template displayed in the word processor with the field tags in place.

 

To merge the clien't data into the form letter, click on the arrow button with 'smith' on it . This will replace the field tags with the client's information.

 

You can print the document by clicking on 'File' and choosing 'Print'.

 

Click on the save and exit button when you have finished.