How to Customize The Disclosure Letter And The Privacy Letter

Customizing the Disclosure Letter and the Privacy Letter

The following steps provide how to customize the Disclosure Letter and Privacy Letter: 

1. Log into the program as a user with Administrator rights.

2. From the top menu, select Setup->Client Letters.

3. In the Client Letters section, click Privacy Letter.

4. In the Sections list, click the area to customize.

5. Make the necessary changes, and then select File->Save from the top menu for the changes to be saved.