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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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Chapter 18 Maintaining Documents<br />

Creating & Modifying Postcards<br />

<br />

<br />

Click File on the Maintain Documents window toolbar and select Delete or<br />

left-click on a letter in the folder you selected above and then right-click and<br />

select Delete.<br />

The Delete Document Warning window opens.<br />

Click Yes to delete the text file.<br />

Creating &<br />

Modifying<br />

Postcards<br />

You can create and print postcards for appointment reminders, birthday greetings,<br />

recall notices, referral thank you notes, service agreement renewal notices, welcome<br />

greetings, and thank you notes. Postcards are organized in folders by subject. This<br />

section tells you how to create and modify postcards, including how<br />

• To create postcards, 767<br />

• To modify postcards, 769<br />

• To print postcards, 770<br />

• To rename postcards, 770<br />

• To delete postcards, 771<br />

Note<br />

To create postcards for mass mailings, go to Post Card on page 657 and<br />

create and print the postcards through the Reports, Statements &<br />

Graphs window<br />

<br />

<br />

<br />

<br />

To create postcards<br />

Click Tasks on the main window toolbar and select Maintain Documents.<br />

The Maintain Documents window open.<br />

Click Setup and select Postcards.<br />

Click on the <strong><strong>Office</strong>Mate</strong> Documents folder on the right side of the window.<br />

<strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong> 767

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