Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Transmittal Letter Editor to edit letters or other documents to transmit to your clients. With the Transmittal Letter Editor, you can insert variables and graphics into letters. The layout is similar to a word processing program, with the toolbar at the top and the editing window below. There are several sample letters available in the program that you can customize to meet your client's needs.
Both global and client letters can be created and saved from the Transmittal Letter Editor.
To open the Transmittal Letter Editor, choose Transmittal Letter from the Setup menu, or click the icon on the shortcut bar.
Special information
Transmittal Letter Editor menu commands
Transmittal Letter Editor toolbar
Customizing a transmittal letter for the open client
Selecting a header and footer for the document
Editing the header and footer in the client document
Selecting and changing borders
Inserting variables in a transmittal letter
Was this article helpful?
Thank you for the feedback!