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Standard Client PDF Files

 
 
For each client you add to your database , you can add a number of standard PDF files to contain different types of documents. For instance you can add a file for Mail Inwards, Mail Outgoing, and one for Worksheets.
 
In General Preferences, you set up a naming convention for the prefix for these files.
 
Use the Browse menu to view the listing of standard PDF files.
 
 
 
 
 
Click on the "Add a new standard PDF File Name" button, to access the form.
 
 
In this example, a file like Smith, John - Mail Out.pdf will be created. Note that with a check in the "Default File for Correspondence Outward" checkbox. The program will use this file to add any standard letters sent to this client from within the program.
 
We have added two more files in this example below.
 
 
 
 
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