Previewing a client letter in RTF using the client letter writer

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You can preview client letters that are saved as .RTF (Rich Text Format).

Note: You cannot preview client letters saved as .DOC.

  1. When a plan is open, choose Reports > Client Letters-.RTF.
  2. In the Custom Letter window, open an existing client letter or create a new client letter.
  3. Choose File > Preview to preview the letter.
  4. When finished previewing the letter, click the Close button button to close the preview window.

Related topic: Printing a client letter using the client letter writer

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