1: Click on  the Document Library Tab.

2: Select the contact to whom the letter is addressed.

3: Select the issue it relates to.

This displays the documents that are relevant to the contact and issue

4: Select the document template

5: Click the Word Document Button.

1: You can edit the document name.

2: You can change the date on which it is recorded as being created.

3: You can also change the billing information.

4: You can change the contacts.

5: You can change the issues the document relates to.

6: If required, you can schedule a follow on action by ticking on the schedule button and selecting the details of the action.

7: Click OK.

1: Click the History Tab.