User's Manual - Drake Software

Software Setup
Drake Software User’s Manual
Editing a
Letter
Template
The Client
Communications
Editor opens to the
last letter template
viewed.
CTRL+X deletes a
selected item.
To edit a letter:
1. In the Client Communications Editor, click Open and select a package and letter
to edit. The pane on the right displays the selected template.
• To edit the letter contents, add, edit, or delete text as you would in a program
like Microsoft Word. From the toolbar, specify font properties, typeface (bold,
italic, underlined), and alignment; and copy, cut, and paste.
• To add a keyword or conditional paragraph to the letter, place your cursor
where you want the new item to go, and then locate and double-click a keyword
or paragraph from the pane on the left. To delete a keyword or conditional
paragraph, select it in the letter template and press DELETE.
2. Click Save.
NOTE
The Client Communications Editor does not allow you to save any letter
in which text within angle brackets (in other words, the names of
keywords or conditional paragraphs) has been changed.
Setting Up
Letterhead
You can also use
the Client Communications
Editor to
set up letterhead
for bills.
Changing
Letter
Margins
Arrange to have your firm’s information and logo generated on client bills and letters.
To set up your letterhead:
1. In the Client Communications Editor, go to Setup > Letterhead and Margins.
2. Select options from the Letter/Bill Indicators section.
3. Designate Coordinates. In the right column, number settings indicate the position
of the firm information and logo. Settings for the default graphic are:
• Left-most column for logo — 8
• Top-most row for logo — 3
• Left-most column for firm info — 25
• Top-most row for firm Info — 4
4. Enter the path to the graphic in the Path/Filename for Bitmap Logo text box (or
use the Browse button). The full path and filename are required. To use the simple
default graphic, enter C:\Drake12\CF\LOGO.BMP. (“C” indicates the
drive letter to which the Drake program is installed. Change if necessary.) Leave
blank for no logo.
5. Click OK.
The left margin of a letter can be changed to suit your printing needs. To change the
left margin of the default letter:
1. In the Client Communications Editor, select Setup > Letterhead and Margins.
2. Enter a number under the Left Margin Adjustment box (Figure 2-18 on
page 45).
44 Tax Year 2012