Copy a Letter Template
You can copy a Letter template from one company to another company using
the Copy button. You can also make a duplicate of a Letter template in
your current company by using the Save As button on the Edit
window, or you can copy an existing Letter template using the Create
a Letter Template wizard.
To copy a Letter template from one company to another company:
- From the Tasks
menu, select Write Letters. Then
select one of the types of Letters (Customer, Vendor, or Employee). Sage 50 displays the Select
a Report or Form window.
- Click Copy. The Copy Reports, Financial Statements
& Letter Templates window appears.
- Select a source company from the Select
aCompany to Copy from drop-down
list or select the Browse button
if you want to search for the company.
This is the company that contains the original template. When you select
a source company, Sage 50 displays a list of all reports, statements,
and templates for that company.
- Select one of the Letter template groups (Customer,
Vendor, or Employee) that contains the template you want to copy from
the Report or Financial Statement to
Copy drop-down list. A list of templates displays.
- Select the template you want to copy.
- Type a name for the new, copied template in the
New Name field. You can also include
a description in the New Description
field.
- Click Copy
. The template is copied into your company forms list under the appropriate
form type. A message appears at the bottom of the window indicating
the document was successfully copied.
What do you want to do next?