1: Click Admin from the Menu.

2: Click Document Templates from the drop down list - the Document Templates will open.

1: Click on Main Letter Header.

2: Click Edit - the Edit Template window will open.

1: Click Edit Body Of Document - the Header will open in Microsoft Word.

Position the cursor where you would like to add the Header.

1: Click Rules.

2: Select If...Then...Else... from the drop down list - the Insert Merge Field window will open.

1: Open the drop down list.

2: Select Case_CompanyID from the drop down list.

The Statement reads as follows:

1: If Case_CompanyID = 0

2: Insert the Text "Mendelsons"

3: Otherwise Insert the Text "R H Legal"

4: Click OK to Save this statement and close the window

The Microsoft Word document may show either of these. Use ALT-F9 to toggel between the 2 different views.

Use the standard Microsoft Word Tools to format the text.

(Note: The same technique can be used to alternate addresses and company numbers etc.)

CTRL+S to Save the changes.

Exit Microsoft Word.

1: Click OK to close the window.