Using Experts > Using the Letter Expert

Setting Letter Expert Startup Preferences

You can edit contact information when sending a record to the letter expert. This option is set in the Startup Preferences window and enables you to edit contact information in the document.

To edit contact information when sending a record to the letter expert:

1. Select System > Startup Preferences.

2. Select Edit the new contact when sending a record to the Letter Expert. This option is selected by default.