How to Customize The Disclosure Letter And The Privacy Letter

The following steps provide how to customize the Disclosure Letter and Privacy Letter: 

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 for the changes to be saved.