Template Specific Engagement Options
Refer to Common Letter Features for more information on the letter features not marked.
| Number | Name | Description |
|---|---|---|
|
Providing client |
Change the wording of the letter depending on the services provided for the client.
|
|
Page selection |
The Year-end checklist letter carries a number of of accompanying pages. They can be activated/deactivated using the checkboxes in the panel. Click Sort the order of pages to sort the pages within the letter.
|
|
PPE Alternate Headings |
Right-click on the PPE headings for a list of alternate headings.
|
