Create a new letter

1. Take a backup of your data.
2. To download the backup, click the link below:
• Download the letters only backup
3. Depending on your web browser, the file may automatically download to your Downloads folder. In most browsers, you can view your downloads by pressing Ctrl+J on your keyboard.
4. On the menu bar, click File then click Restore.
5. Click Browse then browse to the location of the letters only backup.
6. Locate and click Letter_only.001 then click Open.
7. Click OK then click Yes.
8. Click OK, enter your logon name and password.
9. Click OK.

Create a new letter

1. Click Customers or Suppliers.
2. Click Letters then click Letters.
3. Click Customer Letter Template or Supplier Letter Template.
4. Click Edit then select the Please enter your text here text box
5. Press Enter then type the required text.
6. When complete, click a blank area outside the text box.
7. On the menu bar, click Report then click Report Properties.
8. In Report name, enter a new name.
9. In Report Description, enter your description.
10. Click OK then click File then click Save As.
11. Enter a file name then click Save.
12. Click File then click Exit.

That's it. Your new letter now appears in the Letters window.

Preview, print or email the letter

To send the letter from your Microsoft Outlook account:

1. Click Customers or Suppliers, click Letters then click Letters.
2. Select your letter then click one of the following options:
   
   • Preview - To preview on screen, click this option.
   • Print - To send straight to your printer, click this option.
   • Email - To send as an email from your Microsoft Outlook account, click this option.
     
3. If prompted, enter the required criteria then click OK.

Your letter previewed, printed or created as an email in your Microsoft Outlook account.

You can send you letter using your Google Mail or webmail account. To do this, you need to set up your email defaults and add the email settings to your letter:

• Google Mail >
• Webmail >