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.
Article ID: 237
Created: Sat, Jul 23, 2016
Last Updated: Sat, Dec 24, 2016
Online URL: //kb.erosupport.com/article-237.html