Formletter Folders

Formletter folders are accessible from the Customer Formletters screen in Document Setup.

Add a New Folder

1. In the Options frame, click Folders.
2. Click New.
3. Click Yes.
4. Type the Folder Name and Description.
5. Double click items in the Documents Available list to add them to the folder, or use the Add, Delete, Select All, and Select None buttons.
   
   To select multiple documents, hold down the [CTRL] key and click each document, then click Add.
6. Click OK.

Revise an Existing Folder

1. In the Options frame, click Folders.
2. Select the folder you want to revise.
3. Click Revise.
4. Double click items in the Documents Available list to add them to the folder, or use the Add, Delete, Select All, and Select None buttons.
   
   To select multiple documents, hold down the [CTRL] key and click each document, then click Add.
5. Click OK.

Delete a Folder

1. In the Options frame, click Folders.
2. Select the folder you want to delete.
3. Click Delete.
4. Click Yes to confirm the deletion.