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Use Microsoft Word to create a letter

Create custom letters in Practice CS to print or email to your clients. If you want to create the letter in Microsoft Word and copy it into Practice CS, use the following instructions.
  1. Step 1: Compose the letter text in Microsoft Word
  2. Open Microsoft Word.
  3. Create a new document or open an existing document.
  4. Compose the text for the body of the letter.
  5. Step 2: Complete the letter in Practice CS
  6. Open Practice CS and go to
    Setup
    , then
    Custom Formats
    .
  7. If you don’t already have a custom format ready for the letter you want to create, right-click and select
    Add Label/Letter
    . Give the letter a name and select the letter template you want to use.
  8. Double-click the letter to edit it.
  9. Double-click the text box where the main text of the letter will go.
  10. An Output Value Formula box will appear. Delete the text in the box.
  11. Put your cursor in the text box and press CTRL+V on your keyboard to paste the text.
  12. Select
    OK
    .
    The text should now appear on the letter. Make any other adjustments or edits to the letter you like.
  13. Select
    Save
     on the toolbar to save the letter.
  14. Select
    Preview
     to preview the letter.

This article applies to:

  • Product: Practice CS
  • Subject: Integration