Create a Letter from the Select a Report or Form Window
To create a letter from the Select a Report or Form window:
- From the Tasks
menu, select Write Letters. Then
select the type of letter that you want to create (Customer, Vendor, or
Employee).
The Select a Report or Form window appears. -
Select the letter template you want to use from the list in the Forms section. (This icon
indicates the item is a standard
letter template. This
icon 
indicates the item is a custom letter template.)
Note: Note: Select the New Letter Template link (located above the Forms section) if you want to create a new letter template instead of using one that already exists.
- After selecting the template you want to use,
click the Send Letter button located
under the sample form or double-click the letter template from the list.
A Write Letters window appears where you can select recipients and email information. This information is based on the type of template you chose.
Note: Template fields can hold up to 5000 characters. Anything over 5000 characters will not display.