Watch the video or follow the steps to learn more about editing templates.
1. To Locate the Templates, select the Settings icon and select "Letter Templates"
For this example we've used the Popcorn Letter template, you can apply these steps to any letter or email template that you'd like.
3. Your letter will appear in the letter templates list.
4. Edit the Template. Click on the letter title to access the Template Editor.
Update the red text to match your message.
NOTE: Always leave the text with %% around it alone - they are the mail merge fields.
When finished making changes click "Save & Print Preview" to review your changes.
4. Use ClientTouch to mail merge the letter.