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When the Letter button is pressed on the main control panel, a list of all the letters for the selected project appears with the most recent at the top as shown below. The list can be sorted by clicking on the column headings and any letter can be opened by double clicking on it. The filters can be used to select letters using any combination of dates, addresses, subjects, etc.
Creating A Letter:
Press the new letter button and fill in the letter form. The name and address details of the recipient are selected from the project distribution list or the contacts database as are the copy to names. The letter is automatically given a unique reference which consists of the document type, the project reference, a file reference (if required) and a sequential number. There are options for selecting how the letter should be addressed and how you wish to sign it. The letter is created and produced in your house style without any requirement for selecting templates, typing names, addresses, dates, document references, project titles, etc. and there is no requirement to enter file names and select folders. The letter is automatically added to the letter register for the project.
The letter can set to use your desired fonts and margins and can also contain your letter headings and footers. In addition your own letter headings, e.g. logos, company details, etc. can be added to the layout.
The finished letter is shown below ready for signing. It is designed to be printed on your own letter head stationary and the margins can be adjusted to accommodate your own layout. The letter is automatically entered in the outgoing mail register of the mailbook where its postage can be recorded when it is sent. Once sent it is locked to prevent any changes being made.
Creating a letter is as simple as selecting the recipient(s) and entering the message.
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