Viewing and editing a standard client letter

You can view a standard client letter in the Print Preview window, and you can edit a standard client letter in the Letter Editor.

Viewing a standard client letter

To view the standard client letter in the Print Preview window:

1	Open a client file of the appropriate type and make sure the ProSeries program is in Forms mode.

2	Go to the Tools menu, point to Letters, then select View Client Letter.

3	If the View Letter dialog box appears (because you previously created a custom client letter), select Standard Client Letter, then click View.

 

 

Tip:

Shortcut. To see the View Letter dialog box quickly, go to the toolbar and click the View Letter button.

The standard client letter appears in the Print Preview window:

 

4	Review the letter, then click Close to close the Print Preview window and return to the previous form.

Editing a standard client letter

If you want to make changes to the letter that will apply to all clients, you can edit the standard letter.

1	Open a client file of the appropriate type and make sure the ProSeries program is in Forms mode.

2	Go to the Tools menu, point to Letters, then select Edit Client Letter.

3	In the Edit Letter dialog box, select Standard Client Letter, then click Edit.

 

The Letter Editor and the standard client letter appear:

 

 

Tip:	To see how the printed standard client letter will look for the active client file, click the Print Preview button on the Letter toolbar.

4	To make changes, use the editing and insert code features explained in Editing and formatting letters.

5	When you finish making changes, go to the File menu and select Save Standard Client Letter.

6	To return to the client file, go to the File menu and select Exit Letter.

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