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exporting a client letter to a word ducument

Level 1

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


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1 Comment 1
Level 15

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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