Create a New Formletter

  1. At Home Base, click Utilities.
  2. On the Utility Manager screen, open the General folder in the treeview.
  3. Open the Document Maintenance folder and select Document Setup.
  4. Click the arrow to continue.
  5. On the Customer Formletters screen, click the radio button for the Document Type you are creating. Existing documents of that type appear in the list.
  6. Click New.
  7. Click Yes to add a formletter.
  8. On the Formletter Setup screen, enter the information in each field as desired.
  9. When the Formletter Setup screen is complete, click OK.
  10. If applicable, you are prompted, "Do you wish to edit the French or English version of your document?" Click French or English.
  11. Microsoft Word opens to a blank document. Type the letter, and using the Applied menu to add the necessary fields. See TAM Word Interface for descriptions of the available functions.
  12. When you are finished, select Save & Exit from the Applied menu.
  13. Click Yes to confirm that you want to save your changes.