User's Manual - Drake Software

Drake Software User’s Manual
Letter Keywords
Figure C-3: Place mouse pointer over a selected keyword to see the description.
For instructions on creating and editing reports, see Chapter 12, “Reports.”
Letter keywords appear as bracketed phrases within the letter templates of the Client
Communications Editor (Figure C-4 on page C-2).
Figure C-4: Keywords from letter template
To view available letter keywords, select Setup > Letters from the Home window
and select any template to view.
The tree view of the Client Communications Editor lists the keyword categories. Click
[+] to view specific keywords within a category. In the example in Figure C-5 on
page C-2, the Preparer, Firm, and Revenue category has been expanded.
Figure C-5: Prep, Firm and Revenue keywords
C-2 Tax Year 2012