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Creating Vendor Letters

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Vendor letters are created from the Vendor toolbar on the Manage Property screen within IDEAS Property Clerk.

To begin follow the steps below to create client letters:

1.Select the vendor(s) you wish to send letters to from the vendor list on the Manage Properties screen.

Note: If you wish to select multiple vendors in a "block", highlight the first vendor, hold down your shift key and then highlight the last vendor in the "block". If you wish to pick and choose multiple vendors, you can do so by highlighting the first vendor you want to create a letter for, hold down the control key, and click on the subsequent vendors. A combination of holding down the shift key to select a block and then the control key to select other vendors will work as well.

2.Next, click on the Letters button on the vendor toolbar. The IDEAS Word Processor will load and you will be presented with the option to select a document template to merge vendor data with. If there are not any templates listed and you would like to create a document template or learn more about document templates, refer to the Creating Document Templates Overview section of the help system.
3.Select a document template to merge the vendor data with, or if you would like to type a letter from scratch, close the Vendor Merge Templates screen and generate the document. For help on generating documents using the IDEAS Word Processor, refer to Using the IDEAS Word Processor.