You can add a logo or picture to your Client Letters. When you add a picture to the Client Letter, the program assigns the bitmap image a keyword that you can use to insert anywhere in the letter. For example, you can use a company letterhead or logo as a keyword and then insert the keyword into your letter.
NOTE: You must create your logo or picture in a Bitmap (*.BMP) format before you can add it to the Client Letters.
You can add logo or picture to Client Letter, Organizer Client Letter, or the Database Report Letter.
Solution:
To add/insert a logo to your Client Letters:
- Go to the Client Letter:
- To open the Standard Client Letter:
- Click on Settings.
- Click on Client Letter.
- To open the Organizer Client Letter:
- Click on Tools.
- Click on Organizer.
- Click on the "+" next to Client Letter.
- To open the Database Report Letter:
- Click on Print.
- Click on Database Reports.
- Click on the Letters tab.
- Select the desired letter or create a new letter.
- Position your cursor where you want to insert the image. (Example: If you want your business logo to show before your firm name, place your cursor above the Firm Name Keyword on the letter.)
- Click on Tools.
- Click on Keywords.
- Click on Bitmap.
- Click on Add.
- Enter a Keyword Name.
- Click on Browse to specify the location of the *.BMP file.After you select the .BMP file, the File Path will display the location where the file is stored.
- Click OK.
- Locate the Categories section.
- Click on <Bitmaps> under the Categories section.
- Locate the Keyword Names section.
- Click on the bitmap file added under the Keyword Names section.
- Click on Insert.This will open a window where you can change the size of the file/image. If you would like to change the image size you can change the Width and Height.
- Click Accept.Once you have inserted the logo/image you can either preview the client letter or close the window to save the letter. You can always make changes afterwards or insert a new logo/image.
Note- The Organizer Client Letter does not have a preview option.
- To preview the Standard Client Letter:
- Click on Folder.
- Click on Print Preview.
- Click Yes to the Save changes window?
- Click Close.
- To preview the Database Report Letter:
- Click the Preview button at the bottom of the window.
- Click Close.
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