Produce a blank letter

Use this procedure to quickly produce a blank letter for a client or solicitor.

To produce a blank letter:

1. In Conveyancing, on the Favourites tab, click:

• Blank letter to client, or

• Blank letter to solicitor.

2. In the Task Pane, the select the desired contact and click Next. The letter is now generated and opened in Word.

3. When Word opens, compose the rest of the letter and then save and close it.

4. Next, specify the document details. You can:

• Change the folder to store the document.

• Change the description/file name.

• Add some notes or comments.

• Amend the save options, e.g. use versioning.

• If required, you can regenerate or open the current document.

5. Click Next and then Finish. The document is saved to history.