How to customize the disclosure letter and the privacy letter

How to customize the disclosure letter and the privacy letter

SUMMARY

This article demonstrates how to customize the disclosure letter and privacy letter.

MORE INFORMATION

To customize the letters, follow these steps:

  1. Log into the program as a user with Administrator rights.
  2. From the top menu, select Setup->Client Letters.
  3. In the Client Letters section, click Privacy Letter.
  4. In the Sections list, click the area to customize.
  5. Make the necessary changes and then select File->Save from the top menu.
The desired changes will be saved.

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