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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Setting up <strong><strong>Office</strong>Mate</strong><br />

Chapter 1 Getting Started<br />

<br />

Select the type of renewal letter or postcard to print from the Print<br />

Renewal/Notice column drop-down menu.<br />

Note<br />

If there is no appropriate letter or postcard to select from the Print<br />

Renewal/Notice column drop-down menu, click Compose<br />

Letter to open CARE or the Maintain Documents window and<br />

compose a letter.<br />

<br />

Repeat steps 3–10 to create additional new renewal schedules.<br />

OR<br />

Click OK to close the Customization window.<br />

Note<br />

To insert a new blank line above a completed line, select the<br />

completed line that you want to insert a new blank line above and<br />

click Insert Line.<br />

<br />

<br />

<br />

To modify service agreement renewal plans<br />

On the <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> main window, click Setup, and select<br />

Customization.<br />

The Customization window opens.<br />

Click the Service Agreement tab.<br />

32 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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