Edit a 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 Document Type of the formletter you want to edit. Existing documents of that type appear in the list.
  6. Select the letter in the list and click Revise.
  7. The Formletter Setup screen displays. For more information on the fields on this screen, see Create a New Formletter.
  8. Click Edit to access Microsoft Word. If the document was originally composed in Editor, the program converts it from Editor format to Word format.  
  9. Edit the text of the saved formletter.

    For more information, see TAM Word Interface.
  10. When you are finished, select Save & Exit from the Applied menu.