Reports and forms
To modify Microsoft Word templates (OfficeLink)
- Start Microsoft Word.
- Choose Open from the File menu. The Open dialog box will appear.
- Using this dialog box, locate your AccountEdge software folder, then locate the Letters folder within it. Display the contents of this folder.
- Choose All Files from the Files of Type field. All your OfficeLink letter templates will appear.
- Highlight the template you wish to modify, and click Open. The template you selected will open.
If you're unsure about which template you want, see To choose a template for personalized letters (OfficeLink) for descriptions of OfficeLink letter templates.
- Choose Options from the Tools menu; the Options window will appear.
- Click the View tab. If the Field Codes option isn't marked, mark it, then click OK. When this option is marked, a number of hidden fields will appear in your template.
- Edit the template.
- Choose Save from the File menu.
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