Newest KB Articles in Thank You Letters

PDF Thank-you Letters and Email

Fri, 23 Jun 2017 02:33:38 GMT

Generate your Thank You letters as PDF Emails.

Enabling Module

To enable this feature in CMS, click Program Setup > Options > Custom tab and check the "PDF Capabilities" check box and click OK.

PDF / Email Option

There are three ways to generate thank-you letters, Build-in Letters, Word Merge and PDF Emails.

Click Program Setup > Options > Letters/Receipts tab and select the Use PDF/Email Option.

Without setting this option, you will not be able to generate an individual letter to PDF/Email. Also, when generating Batch Letters, having this option set makes it so that the PDF Email Output is selected by default. (see below for details.)

Background

Built-in Letters: The advantage of the Built-in letters is that they require the least setup and you can specify which letter a particular Payment is associated with. When generating letters, each Payment will use the letter associated with it. The disadvantages are the limitations in design and layout, using a custom letterhead (is difficult) and the receipt stub options are quite rigid. It also doesn’t provide a way to email them (other than generating them one at a time, creating a PDF and manually sending it by email.)
Word Merge: The advantage of Word Merge is that you can use whatever design you create in Word, including custom letterhead images and receipt stub. You can also easily Merge to Email. Individual Letters generated (not merge) had an option to create a link to the File (History / Files). The disadvantages are that the entire batch must use the same letter; the letter that is chosen when entering the Payment is not used at all. Also, Emails use the HTML format which doesn’t look good when received. PDF attachment is not an option (unless you have Adobe Acrobat Pro). You also cannot customize each letter when you send then by Email. Setup is complicated and knowledge of Word and Merges are required. File links only worked for individual files, but not for a batch (merge).
PDF Emails: Here we implement the advantages of each of the above without any of the downsides. You can generate batch PDF attachment Emails, each based on the Letter associated with the specific Payment. You can also customize each one by adding a PS. You can use a predefined, easily configurable template that has your letterhead and stationery design, and you can use a signature image. You don’t need Adobe Acrobat Pro, Word or even Outlook, and setup is quite simple. File links in history are created whether you’re sending an individual letter or a batch.

PDF Settings - Organization and Letter

PDF Settings are the detailed instructions you enter describing exactly how your PDFs are to be created. This includes using a Letterhead Template, setting the Page Size and Margins, designating a Signature Image, and more.

PDF Settings are associated with an Organization. If you have multiple Organizations, each one can have its own PDF Settings.

PDF Settings can also be associated with a Letter and each Letter can have it’s own PDF Settings. In the case where a Payment is associated with a Letter that has it’s own PDF Settings, the PDF Settings of the Letter will override the PDF Settings of the Organization.

Start by configuring the PDF Settings for the Organization.

Click Program Setup > Options > Letters/Receipt tab and click the PDF Settings button.

The specific PDF Settings will be described in greater detail further on.

As you're working with the PDF Settings, you can click the PDF Preview button to see how the settings affect the resulting PDF.

The PDF preview that is generated is not based on real data, but it does show how the PDF will look based on the PDF Settings you enter.

Set up an Email Account

Click the Email Accounts option. Click Add Account and enter your Email account information.

Due to restrictions in Google, we no longer support directly connecting to your Google Account. We strongly recommend that you use Outlook to actually send out your emails which is faster, more secure and robust in sending emails that when sending directly with CMS. Outlook can be setup to work with your Gmail account. The simplest way to set up Outlook is to use G Suite Sync for Microsoft Outlook® The benefits of using Outlook are many:

Faster: CMS puts the emails in Outook's outbox, and Outlook does the sending. CMS is then free to continue using.
Secure: With G Suite Sync, your credentials are not stored in Outlook or anywhere else.
Robust: Outlook handles errors better and the emails can be seen in the Outbox.

To use Outlook, make sure that Outlook is configured already and simply check the "Use Outlook to send email" check box.

If you are not using Outlook, you need to configure CMS with your account information. This option is no longer supported. Passwords are encrypted for your security. If needed, you can create multiple Email Accounts and each Organization (or Letter) can be associated with a different Email Account.

When creating a new Email Account, be sure to click Send Test to send a test email. This will ensure that CMS is able to send email properly using the settings you entered.

These Email Accounts are used just for Sending Email only. Email that is sent through these accounts will show up in your Sent Mail folder. For Outlook, it will work with however you configured Outlook to send email.

Now that you have an Email Account, you can go back to your PDF Settings and select the Email Account.

Sending an Individual Thank-you Letter

On the Transaction tab, select a Payment and click the Letter button.

If you set the Prompt for PS setting (see below for details), you will be prompted to add a PS to this letter.

This will create and send it via email.

The PDF Settings of the Organization in the Payment will be used. If the Letter associated with the Payment has it’s own PDF Settings, it will override the PDF Settings of the Organization.

As a bonus, a link to this PDF file is also saved in your History / Files. In order for this to work, you need to have designated a Correspondence folder. This is done by clicking Program Setup > Options > Letters/Receipts.

Send Thank-you Letter Batches

Click Tasks > Letters / Receipts.

You'll notice that the Email PDF's option is chosen. "Include Primary Email" and "Only Contacts with an Email Address" check boxes are also checked.

The default is to send all letters that have "Not been sent yet."

As with Word Merge and the Built-in letters, we recommend this option (and not to filter by date).

Click OK.

The resulting window will show a list of Payments for which PDFs will be created, and emailed. All are checked. If you want to exclude any of them, you can uncheck to Payment. You can also click Uncheck All and only check off the ones you want.

Click the Create PDFs button to create the PDF files.

Each PDF is created based on PDF Settings for the Organization associated with the Payment. If the Letter associated with the payment has its own PDF Settings, it will override the PDF Settings of the Organization.

Optional Custom PS:

You can add a custom note (P.S.) to any individual letter by selecting the Payment and clicking the Custom PS button. This should be done after creating the PDFs; clicking Create PDFs after adding the Custom PS will overwrite the customization. You can also preview any of the PDFs by double-clicking the Payment.

Once your PDFs are ready, click Email PDFs.

Each PDF is emailed to both His and Her email addresses if they exist. A single email is sent and both email addresses are put in the To field. If Him or Her was chosen in the Him/Her field of the Payment, the PDF will sent to only Him or Her as applicable even if both have email addresses.

After the emails are sent, click Close. If there were any Payments that for some reason did not get emailed (they were unchecked, or other error), you will be prompted to remove them from the Batch. We recommend that you do. This way, those Payments will not be marked as Sent."

Detailed PDF Settings

The PDF Settings window click the Section to you need to access the specific settings in that Section.

When viewing any of the Sections, you can be in Letter Mode or Organization Mode. To change to different Modes, use the Mode drop-down.

When in the Letters Mode, you will see a list of available Letters. When in Organization Mode you will see a list of Organizations. Select the Letter or Organization you want to work with.
The actual text of the letter used when generating PDFs are from the Built-in Letters. This applies whether you are configuring PDF Settings for that Letter or not. The Letter you choose when entering a Payment will be the one that will be used for the body of the Letter and the PDF Settings (from the Letter or Organization, as applicable) are used when the PDF is created. The text of the letter can have fields. Fields are special placeholders in the letter that are automatically replaced with data. An example of such a field is <Amount>. When using these fields in a Letter, they need to have the < and > symbols before and after the field name. At the end of this article is a complete list of available fields.

General Section

This section is only applicable for the Letter Mode. When in Organization Mode, this section will be grayed out.

PDF Settings

Check the "Set Custom PDF Settings for this letter" check box only if you want this letter to have settings to override the settings of the Organization. If this is unchecked, all the other Sections will be greyed out.

Update by Organization

You can get use a copy all the settings from a specific Organization to this Letter. To do this, choose the Organization from the drop-down and click Update. You can then proceed to make specific changes.

Page Section

PDF Template

You can create a PDF Template that has your letterhead, logo, names sidebar, footer or watermark. A simple way to create such a PDF is to use Word or Publisher to design your stationery, then save it as a PDF file. When using a PDF template, CMS will copy the design of the template specified and add the specifics for the letter, data and more.

Has Receipt Stub

This indicates whether the Template you are using has a Receipt Stub section with Form Fields.

To set up Form Fields, you must have Adobe Acrobat Professional. Fields need to be named according to the standards set by CMS. At the end of this article are a list of support fields that can be used. Simply calling the Field by that name will make it work.

Page Size

This is only applicable if you're not using a Template. If you are using a Template, the template determines the page size.

File Base Name

This is the beginning of the file name that will be used when saving the PDF. You can use thankyou, receipt, letter, pdf or anything you choose. When the PDF is created and saved, the Base Name will be used followed by the Receipt Number. If there is no receipt number, the TransactionID will be used.

Margins Section

Here you set the margins of the page. If you are using a Template, you should take into account the space consumed by the Letterhead, Names sidebar, footer, and receipt stub.

Margins, as well as other settings are calculated in inches.

Signature Section

Indent By

Enter a number, in inches, that the signature section should be indented by. For a modern style, leave this as 0 so that it’s flush left. For a more traditional look, the indent is set to about 1/2 the page. Remember that 0 is not the edge of the page, but rather takes into consideration the left margin. The indent affects the Closing, Signature Image, Signature Name and Signature Title.

Closing

Sincerely, Warm regards, Respectfully are examples of the Closing. You must ensure that the Closing is not part of the text of your actual letter.

Closing Adjustment (Adj.)

If you find that you need to increase or decrease the space between the end of your letter and the Closing, add the number here (in inches). In the above screenshot, we added 1/10th of an inch (0.1).

Signature File

Here you can choose an image file that has your signature. This will be put on the letter after the Closing but before the Signature Name. If you are using a Template for your PDF that has a watermark, you need to use a Signature Image that has a transparent background (not white), otherwise, there will be an ugly white rectangle where the signature image is.

Signature Name and Title

Example Rabbi Leibel Hanoka, Director

If you want to have a PS after the Signature, enter it here. An example would be if you want to mention a new project that is being worked on, or a reminder for an event going on.

Prompt for PS Override

Check this option so that whenever you generate an individual letter you should be prompted to personalize it with a PS. The is applicable only when sending an individual letter. (For batch letters, adding a PS is available regardless of this setting. See below.) Note: for PS and PS Override, the letters "P.S." are not automatically included.

Letter Section

Date Indent By

Specify a number (inches) for indenting the Date and Hebrew Date. For a modern look, leave this as 0 so that it’s flush left. For more traditional look, it can be set to about half the page (as with Signature Indent). Typically, if you are not indenting the signature, you would not indent the date.

Show Hebrew Date

Show the Hebrew Date on the letter.

Address Indent By

Specify a number (inches) for indenting the Address block. This is useful when you have window envelopes where the window is on the right side.

First Line Indent

If you want to indent the first line of each paragraph of the letter, enter a number here. For a modern style, leave this ass 0. For a more traditional look, use .5 (1/2 inch).

Letter Alignment

Left is the most common setting. However, you might find that Justified works for you, where the right edge is not jagged.

Font Name / Size

While you can choose any font on your computer, it’s best that you stick to a standard font. Calibri works well. Courier New, Times New Roman, Arial are all good choices.

Line Spacing

Typically this should be set as 1. However, you may find that you can increase it a bit may look nicer, especially if you are not using a standard font.

Email Account

Email Account

Choose an Email Account from the drop-down. Email Accounts are set up under the Email Accounts section.

Email Subject

Type a subject that the email is to have.

Include letter in body of email

The PDF which is created will be sent as an attachment. This setting determines what the body of the email should contain. Check this box to have the email body include the text of the letter. It won’t have any of the formatting of the PDF (letterhead, signature, margins etc.), just plain text.

Body Text

If you don't include the letter in the email, you can have the email body include a short note. An example you might want to use for this is:
"Please see attached PDF receipt. Thank you for your support."

List of Fields for the Letter and Receipt Stub.

When in the body of the letter, you need to add <> around the field. Example: <Amount>. When used as a field in the receipt stub, simply name the field to match the name below.

All the fields below will work with the Receipt Stub. For the letter, they are only supported if indicated as Yes.

Field Name	Letter	Notes
Name	No	Full name of contact, includes Title.
CompanyName	No
Address	No
Address2	No
City	No
State	No
Zip	No
Country	No	Will only show if different than the country you are in, unless you set the “always show country” option.
NameAddress	No	This combines the name and address into one field, adding line breaks as needed.
CityStateZip	No	This combines the City State and Zip fields, adding a comma after the City.
Amount	Yes	Payment Amount
GoodsAmount	Yes	The value of the goods the donor received in return for making the donation.
GoodsDescription	Yes	The description of the goods the donor received in return of making the donation.
TaxDeductibleAmount	Yes	The Amount minus the GoodsAmount
TextAmount	Yes	The Amount written in Words. WordAmount also works but not not for the receipt stub.
HonorMemory	Yes	Text that was entered in the HonorMemory field. See end of article of an example.
DonationDate	Yes	The date the Payment was made. (example: 1/15/2017)
DonationLongDate	Yes	The date in “long” format (example: January 15, 2017)
Method	Yes	The payment method
CheckNumber	Yes	Check number or Last 4 digits of CC number
ReceiptNumber	Yes	ReLceipt Number of the payment
Category	Yes	Category of the Payment
Subcategory	Yes	Subcategory of the Payment
Purpose	No	This is the same as Subcategory
Solicitor	Yes	Name of the Solicitor for this payment
Organization	Yes	The Organization the payment is associated with
TransactionNote	No	The note entered in the Transaction
HebrewDate	No	Today’s Hebrew date
TodayDate	No	Today’s date (e.g. 6/30/2017)
TodayLongDate	No	Today’s date in “long” format (e.g. June 30, 2017)

For the letter, you can add a space to the beginning of the field. This makes it possible to use the fields in the case where a space only needs to be added if the field is not blank.

An example: Thank you for your donation of <Amount>< HonorMemory>.

This would work whether or not something was entered in the HonorMemory field.

If something was entered for HonorMemry, it would add the space after the amount. Thank you for your donation of $18.00 in memory of your grandfather.

If nothing was entered, the period would follow the amount without a space. Thank you for your donation of $18.00.

Schedule a Thank-you Letter in a Bill

Sat, 24 May 2014 00:43:09 GMT

"Scheduled thank-you letter" is available on the Bill screen and recurring bill screen. When a payment is entered and applied to a bill that has a scheduled thank you letter, that letter will be used for the payment.

This is especially useful for auto-recurring credit card charges in that you can now specify which thank-you letter should automatically be assigned to the payment that is entered.

Thank You Letter Batches and automatic Mark as Sent

Tue, 11 Mar 2014 23:36:32 GMT

The Batch Letters window has been redesigned to make it more intuitive and it's features more easily accessible. Click Tasks > Letters and Receipts to access this screen.

In the past, generating batch letters involved marking the letters as 'Sent'. This had to be done as a separate action. The reason this was not done automatically was to allow you to first confirm that the letters printed correctly. Once letters were marked 'Sent' there was no way to isolate those letters or redo them.

CMS Version 14.3 and later changes this.
Even before the letters are generated, the transactions are first collected into a batch (based on the criteria you select) and the batch is saved.
The letters are then generated (to the Output of your choice) based on the saved batch. Subsequent tasks, such as Envelopes or Labels should be generated based on the saved batch (not dependent on any other criteria).

Because batches are saved, you have the option to automatically have the batch marked as 'Sent'. Even batches that are marked 'Sent' can easily be reprinted by simply select the batch.

Mark as Sent Options (CMS Version 15.1.5)
Based on user feedback, we have implemented an option for how the batch of letters get automatically marked as 'Sent' or whether this happens altogether. To benefit from these options, make sure you are using CMS Version 15.1.5 or later).

To access this option, click Program Setup > Options > Letters/Receipts tab. There are 4 options for the new Mark Sent feature.

None
Choosing this option will not mark as 'Sent' at all. You won't even be reminded.
You can mark a batch as 'Sent' at any time by choosing "Mark as 'Sent'" from the Output, selecting your batch, and clicking OK.
Remind
After generating a batch, a message will pop up and remind you not to forget to mark as 'Sent'. This option is the default.
Your batch will not be automatically marked as 'Sent'.
As with 'None', you need to manually mark the batch as 'Sent'.
Prompt
After generating a batch, you will be promoted to mark the batch as 'Sent'. Choosing Yes will automatically mark the batch as 'Sent'.
You will not have to manually mark the batch as 'Sent' as with the first two options.
Auto
After generating a batch, it is automatically marked as 'Sent' without a prompt.

To generate letters based on a saved batch, simply select the batch from the Limit to Batch drop-down. When this is done, all other criteria (Sent, Dates, Categories, etc.) are ignored.

Also new is the View Batches tab where you can select a batch and see all Transactions that were part of that batch as well as a summary of the criteria used to create that batch.

New Feature: Default Thank-you letter per Subcategory

Fri, 09 Aug 2013 22:27:36 GMT

This new feature helps automate data entry so that the Thank-you letter assigned to a transaction is automatically entered based on the Subcategory default.

Click Program Setup > Category Manager. Check the Show Subcategories check box.
Select a Subcategory and click Modify.

You can do this for each Subcategory that you want to assign a default thank-you letter.

When a Subcategory has a default thank-you letter assigned, the following areas are automated:

When entering a Bill, the 'Scheduled Thank-you Letter' field is automatically filled in after selecting the Subcategory.
When entering a Bill Schedule, the 'Scheduled Thank-you Letter' field is automatically filled in after selecting a Subcategory.
When entering a Payment, the Letter field is automatically filled in after selecting a Subcategory.
(If the Payment is being applied to a Bill which has a 'Scheduled Thank-you Letter', that letter will be used even if it is different than the default thank you letter for the Subcategory.)
When auto-charging credit cards (recurring donations), the Payment which is automatically entered will have the Letter field filled in based on the Subcategory default of the Bill Schedule.
(As with the previous point, if the Bill Schedule has a 'Scheduled Thank-you Letter' that is different than the Subcategory default, the 'Scheduled thank-you Letter' of the Bill Schedule will be used.)
Using CMS CONNECTED Forms: When downloading Donations that have been auto-charged on your website, the Payment records that are automatically entered will have the Letter filled in based on the Purpose (Subcategory) field of the form.
Using CMS CONNECTED Forms: When downloading Donations that have not been auto-charged online, the Bill that is created will not be affected. However, when the card is auto-charged, the Payment which is automatically entered will have the default thank-you letter for the Subcategory (as explained above).

We hope that this improvement will help streamline the process of entering payments, especially those that are automatically entered by Recurring Credit Card Payments and Downloaded Online Submissions.

Built-in Thank-you Letters Improvements

Wed, 24 Jul 2013 23:23:12 GMT

If you are using the Built-in thank-you letters, here are some improvements you'll notice in the Customize Letters window.
(If you're using Word for your thank-you letters, this doesn't apply to you.)

Click Program Setup > Customize Letters.

In addition to the new look of this window, you'll notice the following improvements:

Window is resizeable
You can drag the edges of this window and the letter text area will shrink and grow to fix the size of the window. This makes longer editing letters easier.
Letter Alignment
Each letter can be aligned to the left or right.
Font and Size
While in the past (previous versions), there was a general setting to set the font and size of all letters (Program Setup > Options > Style), you can now have this set for each individual letter. By default, all letters have the font and size as it is in your general options.
Show Hebrew Date
This too was, in previous versions, a general option which applied to all letters. You can now set this for each letter.
Edit, Save, Delete and Cancel buttons
These buttons make editing the letters easier and help avoid accidental modification of the letter text. To edit a letters, click the Edit button. You can then click Save to save the letter text or click Cancel to undo your changes. Click Delete to delete a letter.
Last Updated
This field will show you when the letter was last modified.
Filter and Select Letter
You can choose to only view letters of a certain type (Thank-you, Pledge, etc.). You can also "jump" directly to a particular letter by choosing it from the select Letter drop-down.

Also new for the built-in letters is an option to choose the Receipt Stub border. This applies to all thank-you type letters.
Choices are: Transparent, Solid, Dashes, Short Dashes, Dots, Sparse Dots, Dash Dot, Dash Dot Dot, and Double Solid.
Click Program Setup > Options > Letters/Receipt tab.

Gender specific Thank-you letters

Thu, 03 Dec 2009 03:00:02 GMT

Gender specific Thank-you letters

When you receive a donation and you want to send the acknowledgment letter to one spouse in the same address (the wife only, for example -- she said "Make sure my husband doesn't find out about this..."), you can accomplish this very easily.

Click New Payment and the Transaction tab of the Main screen
Enter payment information as you usually do
In the His/Her drop-down list (towards the top-left), choose either Him or Her.
Click OK

When you generate Thank-you letters (Reports > Batch > Letters), this specific donation will have a letter that is addressed to Him or Her exclusively. The name on the Envelope or Label will match as well. This will override the default Address Settings specified for this address.

Note: If you need to send the Thank-you letter to a totally seperate address (Her work address, for example) the above is not needed. Simply choose the correct address in the Address drop-down.

Pledge Letters

Thu, 02 Apr 2009 21:11:08 GMT

Generate a letter associate with a Bill or Pledge

When creating the bill, (or if the bill is already created, when editing the bill,) you can click select a pledge letter from the 'letter' drop-down.

If you are choosing to send a bill via Word, you can select any pledge letter, but you have to select a letter in order for CMS to "know", that you wish to send a letter based on this bill.

If you don't have any letters in this drop-down, Go to Tools>Customize Letters and create a new letter and make sure change the 'Letter Type' (top right) to 'Pledge'.

Once this is done, go to Reports>Batch>Letters & Receipts and select the 'Pledge' radio button in the 'Type of letters' section. (Optionally, you can select other criteria and the various tabs.)

If you would like to use the built in letters, set the 'Output' (top right) to 'Screen'; if you'd like to Word Merge these letters then change the 'Output' to 'Word Merge'.

Alternatively, you can send an individual letter using the 'Send Invoice'/'Send Letter' button on the right of the 'Transaction' tab, when viewing Bills. The 'Send Letter' option is available by clicking on the little drop-down arrow next to the 'Send Invoice' button. This button will either bring up the built in pledge letter, or start the Work merge process, depending on your settings on the top of the Letters/Receipts tab in Tools>Options.

Various KB articles that can be of more assistance:

Letters and Receipts

How to send Thank You Letters and Receipts.
Customize Letters

Use this tool to easily and efficiently customize letters that you send out for thank yous and various occasions and events.
Send an Individual Letter/Invoice

How to send an individual thank you letter or invoice.
Thank You Letter Options

Choose to use Built in Thank You letters or Word Merge. Set templates and more.
The next article I am providing as a reference for how to complete the merge once in Word

Combining multiple payments into one letter / Year-end letter

A detailed 'how to' send a year end letter using word. Also for combining multiple donations into a single letter.

Thank-you Letter Signature

Fri, 13 Feb 2009 01:09:58 GMT

Use a signature image on your thank-you letters.

Click Program Setup > Options > Stationery
Select an image for your signature. The image should not be more than about 1/2 inch high.
Enter the signature name in the Signature Text field.

Note: This works only with the "Built-in" letters. If you are using Word for your letters, you can insert an image in your Word Template.

Thank You Letter Options

Thu, 11 Dec 2008 14:29:48 GMT

Click Program Setup > Options and select the Letters/Receipts tab. Here is where you choose the locations of the letters and receipts that are used throughout the program.

Thank-you Letter Options:
You can choose either to use Word (as a Word Merge) or Built-In letters. If you choose Word, you have to enter the location/name of the default thank-you letter template. Click on the file icon on the right to browse for a template on your computer. Sample templates are installed with the program.
If you choose to use Built-In letters, you have a few options within the Built-in Letters. You can check off whether to show a receipt on the thank-you letter or not. If you choose to show a receipt, you can also choose whether you want to state the purpose of the donation as well as your Tax ID number. You can also choose whether to show the Hebrew Date on letters or not.

Default receipt template:
You can choose whether to use Word for receipts by checking off the check box. If you choose to use Word for receipts, you need to enter the location/name of the default receipt template. Click on the file icon on the right to browse for a template on your computer.

Default correspondence letter template:
Choose a letter that will be the default for correspondence. Click on the file icon on the right to browse for a template on your computer.

Correspondence Folder:
Choose a folder on your computer that will be the folder where all correspondence is stored. When writing an individual letter to a person, you should store the letter in this folder and link to it through History > Files.

Default Thank You Letter:
Choose a default Thank-You letter from the drop-down list. The list is based on the letters that are built in and can be customized using the Customize Letters option. Even if you use Word for your letters, you should still choose a default thank you letter as this is required for batch letters.

Word Amount Field:
Choose what currency shows up in the word amount field on the letter.

Stationery

Thu, 11 Dec 2008 14:20:05 GMT

Click on Program Setup > Options and then click on the Stationary tab

Here is where you specify the margins of your stationary. The margins indicate how much or the page your stationary takes up. If your stationary has a column on the left of the page (names and titles in your organization), you should increase the Left margin accordingly.
You may need to experiment with the margins until you get it just right.

Preprinted Material:
Check the Stationary check box if you have pre-printed stationary. If this box is checked, CMS will print a letter without any letterhead using the margins that you set. If this box is unchecked, CMS will print letters on a basic letterhead. Checking the Envelope check box will indicate to the program not to print your return address on envelopes. If you don't have pre-printed envelopes, you should leave this options unchecked.

Letterhead Image:
Not pictured here, you can select an image file to be printed on all you Letters.

Types of images supported are bmp, gif, jpg
Do not select a tiff as this will show up in the preview, BUT will cause the ty letters not to come up.

If you size your image to 8 x10 inches (Approx. 720x960 pixels; 21.59x27.94 cm), it will fill the entire page.
In Paint – you can click Image> Resize to see / change the Width and Height of the image.