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Can anyone tell me how i can apply a template to the Letter > Write Letter that is opened from a constituent? This seems to be the only letter that includes the "Save a Document as an Action" so i want to apply a letter head to it.
Alternatively could anyone explain how to add the "Save a Document as an Action" to every word doc?
Under Letter you will find a selection to create a new letter format. It leads you to creating a new word merge document. You can also do this from Config-Letters- New Constituent Letter.
Once a letter is created, you have to add it to the menu for each user.
__________________ Harriet Farmer
Ottawa Humane Society
Linear Mode
