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rickytaylor
Level 1
Jan 18, 2021 2:49 PM UTC
Question

exporting a client letter to a word ducument

i'm trying to  export a client letter in Lacerte to a word document to use mail merge

 

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1 reply

George4Tacks
George4Tacks
Level 15
Jan 18, 2021 3:06 PM UTC

Do you mean the template? or a specific letter? or the Organizer Letter? 

(1) Simply copy the whole thing (Ctrl + A, Crtl +C) then in Word paste (Ctrl + V)

(2) Print the letter to pdf and open it in word. 

 

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