How do I create form letters to be used and reused

  1. Go to Main->Housekeeping->Letters, Tags, and Mailing Labels
  2. Click Add.
  3. Enter Source - Source is the area of the program that the printing will be generated from.
  4. Enter Type - Letter
  5. Enter Description
  6. Create Letter
  7. Navigate to \TPSWINS\USER. Give the letter a name and click Save
  8. Once the name is saved, you will be transferred into the word processor.

Type your letter. You can insert merge fields into the letter by clicking the Insert Field button. Click Save when done.