Create a Letter Template Wizard - Select a Letter Template Group

From the Select a Letter Template Group window select the type of data you want to use.

  1. Select the type of data (Customers, Vendors, or Employees) with which you want to associate this letter template. For example, if you select Customers, your letter template will be set up to use your customer data.
  2. Select Next to continue.

Continue using the Create a Letter Template Wizard