Planner CS
You can preview client letters that are saved as .RTF (Rich Text Format).
Note: You cannot preview client letters saved as .DOC.
- When a plan is open, choose Reports > Client Letters-.RTF.
- In the Custom Letter window, open an existing client letter or create a new client letter.
- Choose File > Preview to preview the letter.
- When finished previewing the letter, click the
button to close the preview window.
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