Quote Letters Insert Fields

Letter being edited:

· Click the Icon.

· Click the letter you want to edit.

· Click the Icon.

The list of keywords appears.

· Highlight the form keyword (e.g., <<GREETING>>) you want to replace.

· Click the Insert Keyword Icon.

The list of keywords displays.

· Click the selection for the replacement (e.g., Date/Name/Address).

The new form keyword (<<GREETSHORT>>) replaces the previous form keyword (<<GREET>>).

· Repeat this for each keyword you want to replace.

· Click OK.

 

Continue to Quote Letter Shared Keywords.

Continue to Quote Letter Signature Editor.

Continue to Print Quote Letters.

Continue to Email Quote Letters.