Click the word “Reports.” Select the “Custom” and “Custom Letters” options from the dropdown list.
A listing of all letters appears on the left. On the right side of the screen, a quick view of the highlighted letter appears.
If desired, indicate to show only the “Financial Communiques” letters.
To design a new letter, click the Add New Letter button.
Select the “Financial Communiques” in the Letter Type field.
Provide a Name for the letter.
If a title is desired to show at the top of the printed letter, indicate the desired text in the Title field.
In the Body field, indicate the template text of the letter. If a merge field should be included in the letter, click the Data button.
A popup window appears, indicating possible selections. Click the desired tag, and click the Select button.
Click the Save button.