To print a document click on the print icon in the top right corner of the screen.
To Print the document for the client selected, select Print current.
To print the selected document for all the clients, select Print letter type. Ensure that the correct template is selected in the drop down box below.
Select Print All to print all the letters currently displayed in the document processor
Click here for the Document Processor Quick Guide
Click here for the Document Processor Tutorial
To edit the document for the client highlighted
Click on the document to edit and type the changes required. NB this only changes the current document. It will not change the global template.
As long as the changes are saved it is possible to review and print that letter again.
Click here for the Document Processor Quick Guide
Click here for the Document Processor Tutorial
This will allow completion of all the tags that the database has not been able to substitute without printing the document.
Click on Options |Check for unknown tags.
Follow through the prompts selecting the required choices.
Click here for the Document Processor Quick Guide
Click here for the Document Processor Tutorial