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Letter Template

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Name Required Field
Record Type
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Description
Inactive
Subject
Before setting up a new template, you must first create the file using Microsoft Word.
Download the sample source file which includes the possible merge fields to help create your template.
Merge fields are the fields on a record you are copying information from. Each merge field has a corresponding tag. Place each tag in your template where you want information from this record to appear. Click here for more help on creating letter templates.
File Required Field
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Done