Full vs. Outline

To edit your letters you can use the Full Edit and Outline Edit toolbar icons to toggle between the two editing modes when you open a letter for editing.

Watch the video Communications Editor for a demonstration.

Full Edit is the traditional editing view. The Client Communications Editor also offers an Outline Edit view.

Outline Edit reduces the complexity of editing a letter. Instead of scrolling through a letter, looking for particular text, keywords, or paragraphs to edit, use Outline Edit to find the section you’re looking for with just a few clicks. You can also use Outline Edit to more easily move entire sections of a letter with the drag-and-drop feature.

Indent or Move Keywords on Letters

Currently there is no way to indent or move keywords with multiple lines of data such as the taxpayer name and address. This is because the indentation or space information is not part of the keyword.