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This chapter is from the book

This chapter is from the book

Setting Send Forms Preferences

You can create default cover notes that accompany your invoices, estimates, statements, purchase orders, and any other forms you send by email. This timesaver will give all your emailed business forms a professional look, and you can still edit the message before it is sent if you want to personalize the note.

  • orange_circle_1.gif Select Edit, Preferences.
  • orange_circle_2.gif Click the Send Forms icon.
  • orange_circle_3.gif Click the Company Preferences tab.
  • orange_circle_4.gif Select the form for which you are creating a default cover letter. For this example, the Invoices form has been selected.
  • orange_circle_5.gif Select a salutation.
  • orange_circle_6.gif Select the style you want to use for names.
  • orange_circle_7.gif Type the text of your default letter.
  • orange_circle_8.gif Click Spelling to check the spelling in your letter.
  • orange_circle_9.gif Repeat Steps 4-8 for each type of form.
  • orange_circle_10.gif Click OK.
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