Revised: 01/04/2012
Go to Tools>>Merge Setup>>Merge Template
Enter a unique Code for the quick letter, for example: Q01
Enter a unique Description for the quick letter
Select a Letter Type of Quick Letter
Select a Category filter option if you would like to filter the list of quick letters in the view during the printing process.
Checkmark Add to Tasks to Complete, if applicable
Select a Tracking Code if a tracking item should be recorded when this letter is printed.
Click the Pick Sample button and select a tenant or applicant (optional - this will not be a permanent part of the letter but may help show some information during the design)
Click the Design button to open the Edit Layout
Click Cancel on the Project Wizard
Note: Letterheads cannot be included on a quick letter and must be setup within the Quick Letter design. An existing Letterhead can be copied and pasted into the quick letter or a letterhead can be designed in the quick letter. See How to Create a Letterhead.
To add the current Date (the letter/form will always print with the date the letter was printed)
Click the 
text icon
Go to the page, hold down the left mouse button and draw a box where you want the date to be
Double click the box to open Paragraph Properties
Click the 
icon
Click the Date$() tab
Highlight a date style and click the Insert button. If not using the Global Letter Date, skip the next step and go to Click OK Twice....
To make the current date work as the Global Letter Date, highlight the Now() portion of the date format and then click the Variables and Functions tab.
Open the Global Folder
Double click Letter Date (Now() will be replaced with Global.Letter.Date)
Click OK twice to close all dialog boxes - the current date will now be shown in the text box
The box can be moved anywhere on the page
To add Tenant or Applicant Address
Click the + in front of the Family folder under the List of variables on the right side of the view to open the list
Use the left mouse button to click Full_Name - keep the button down and "drag" Full_Name over onto the page and release the button - a box will appear
NOTE: the box will look empty unless a "sample" was picked - but will have the head of household's full name when the letter is printed.
Further down the listing under Family find Unit_address or Mailing_address lines - repeat the "drag" and drop action to drag unit or mailing address lines over - drop them into the same box that Full_Name was dropped into
For City, State and Zip look for the Unit_City_State_Zip or Mailing_City_State_Zip (do not add Unit_City, Unit_State, etc separately)and repeat the drag and drop process into the same box
Double click the box to open it
Look at the order of the listed lines
Use the up or down arrows 
to move lines that may be out of order, if applicable
Click OK to close the box
The box can be moved anywhere on the page
Note: Other variables can be "dragged and dropped" in the same manor and placed or moved around the page.
Boxes can be lined up by selecting multiple boxes (click on them while holding down the CTRL key) and clicking the appropriate alignment button at the top) 
To add the body of the letter
Click the 
formatted text icon on the left side of the view
Go to the page and while holding down the left mouse button - "draw" a box for the body of the letter (the box position and size can be adjusted anytime)
On the left side of the view under Properties (underneath Layers)
Change Page Break = True [Yes] to False [No] (click on [Yes] and select False [No])
A formatted text box should always have the Page Break property set to False or forms/letters with more than one formatted text box will not print properly
Since this is a quick letter, you could stop here, save the letter and close. More than one formatted text box can be setup on the page so that a portion of the quick letter is in the template and another portion can be added when the letter is selected for use. The design is up to the user.
To add text or merge fields that will be available every time the letter is used, continue on with these instructions:
Double click the Formatted Text box to open it
Type the information into the body of the letter - there is no spell checker - can do some formatting of the text, i.e. bold, underline, etc.
Information can also be copied from a Word document
Open the Word document
Highlight the text that is to be copied
Use CTRL+C to copy the highlighted text
In the open Formatted Text box use CTRL+V to paste the text
When information has been entered, click "Apply" and then "OK" to save the information and close the formatted text box
To add a merge variable into the body of the letter
With the Formatted Text box open and the cursor where you want to have the variable appear
Click the 
icon
Note: Variables with a # sign need assistance to insert correctly - variables with an A usually do not
Number Variable:
Click the FStr$() tab
Highlight and insert the first number in the list -{Number} will be highlighted do not change that
Click the Variables and Functions tab to open the list
Click the + beside the Variables folder to open the list
Click the + sign beside the Rent_Calc folder (used for the example)
Double click a # field (i am going to use Tenant_Rent)
The highlighted {Number} will be replaced with the variable value (in our example it will show Fstr$(Rent_Calc.Tenant_rent,"#####&.##") in the window and 0.00 below the window. Note: if we had selected a "sample" using the Pick Sample button we should see the tenant or applicant's rent amount.
Click OK to close the Edit Function box and return to the formatted text box
Click Apply and OK to save the information and close the formatted text box when done
Word Variable:
Click the + beside the Global folder
Highlight User_Name and click Insert
Global.User_Name will be shown in the window
The name of the user who is logged in will be displayed under the window
Click OK to close the dialog box and return to the formatted text box
Click Apply and then OK to save the information and close the formatted text box when done entering text
Finish the letter
When the letter is completed, click 
to close the Edit Layout, if information has not been saved, the user will be asked to save changes, click Yes unless you do not want to save the information.