CLO - Setting up Client Letters

This feature is designed to let the user design/develop their own custom client letters. We have designed this feature to be fully customizable from within CLO.

Follow the instructions below to successfully setup a client letter:

1. Click Account Settings.

2. Click Client Letters.

3. Select the 3 dots next to the (default) client letter.

4. Select Add New Letter.

5. Enter a new client letter name (Alphanumeric only).

6. Click Modify on the desired option.

7. Edit the text by utilizing the text editor or by pulling return information with the Keyword Lookup.

8. Click Save.

Custom letters can be saved as your login's default client letter by selecting Set as Default.

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CLO - Setting up Client Letters

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