Custom paragraphs for Organizer documents

To access and manage custom paragraphs for client documents, select
Setup
[Entity]
Letters & Emails
Custom Paragraphs
tab. Here you can create or edit custom paragraphs. Mark the checkbox next to the custom paragraph to include it in the organizer cover letter for all clients.
The application automatically includes default custom paragraphs in client documents. To insert a new custom paragraph that you created, open the document, place your cursor where you want to add the paragraph, and select
Insert
Embedded Content
Custom Paragraph
. Mark the checkbox for the custom paragraph in the
Insert Custom Paragraph
window. The selected custom paragraph is added to the open document for all clients.

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