Add form-specific filing instructions

You can add form-specific filing instructions in the
Reports list
pane of the
Report Designer
. You can create a new letter or copy the existing Form Filing Instructions letter and customize it to meet the needs of a specific form.
  1. Select
    File
    , then
    Report Designer
    .
  2. Select
    Letters
    at the end of the
    Reports list
    .
  3. Expand the
    Letters
    folder.
  4. To create a letter based on the standard Form Filing Instructions letter:
    1. Right-click the
      Form Filing Instructions
      letter and select
      Copy
      from the context menu
    2. Right-click the
      Letters
      folder and select
      Paste
      from the context menu.
    3. Select
      Yes
      .
  5. To create a new letter, right-click the
    Letters
    folder, and select
    New
    , then
    Letter
    from the context menu.
  6. Enter the new name for the filing instructions. To make the application use the form-specific filing instructions instead of the default letter, name the filing instructions as specified in the following.
  7. Use the variable and text options in the
    Design Tools
    to change the instructions.

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