Importing a custom written letter

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Importing a custom written letter

I have written a letter to my customers, how do I import this so that I can just select the customer and email it to them?

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MYOB Product Team
6,265 Posts
MYOB Product Team
Australia
MYOB Product Team

6,265Posts

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895Solutions

Re: Importing a custom written letter

Hi @Mester 

 

Sounds like you are wanting to use your own template for the Personalised letters in AccountRight. If this is the case, you would need to create your template as a .DOT file from Microsoft Word and put it in the letters location, normally found here:

C:\Users\<user.name>\Documents\MYOB\AccountRight\20xx.x\Letters

Once there, you should be able to choose your template file when going into Create Personalised Letter.

 

Relevant Links:

Personalised letters

Microsoft Word template fields


Cheers,
Hayden
MYOB Product Team

Currently Working On:
Supplier Feeds | MYOB Capture App | MYOB Invoices app (Starting soon)
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Previously Worked On:
In Tray (Front-End) (2019-2020)
MYOB Support (Various roles - 2015-2019)

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