Planner CS
Use the Open dialog to insert information from a file into a client letter.
To open this dialog, choose Insert > File from either the Custom Letter or Template Letter window.
Fields & buttons
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |