Form Letter

Edit form letter templates for Letter report and Loss Letter. (Super user only).

Edit form letter templates

To open the form: Click Table, select Setup and click Edit. Click Letter.

To find a record: Click the Next or Prev buttons in the upper right of the form or press PgDn to scroll through the records.

Click New to create a new template. Click Del to delete a template. Enter a number for the LetterID and a short (8 chars) description in the Letter field. Draft the letter header and footer. Replace any variable fields with <%=FieldName%> where FieldName is a field name in the image above.

Here are examples of the Loss Letter and Responsibility Letter.