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- exporting a client letter to a word ducument
exporting a client letter to a word ducument
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rickytaylor
Level 1
01-18-2021
08:49 AM
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i'm trying to export a client letter in Lacerte to a word document to use mail merge
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George4Tacks
Level 15
01-18-2021
09:06 AM
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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.
Answers are easy. Questions are hard!
