HOME | CONTACT


  

Memo

 

The Memorandum Template is used to produce inter-office
memorandums:

  • Memo Information Tab
    Select either a hard or an updating date
    Access the firm's Address Book or your Outlook Contacts for addressee information or enter the
    recipient's name in the To field
    List the addressee names in a list or column format
    Enter Regarding information

Memo wizard - info tab

  • Attachments and Routing Tab
    Select Attachments or Enclosures
    Enter cc and bcc recipients here

Memo wizard - attachments & routing tab

  • Office Location Tab
    If your firm has multiple offices, this tab will appear.  Select the office to which you are assigned and the correct address and phone information will appear in the letterhead.

Memo wizard - location tab

 



What's Included:

Business Templates

Standard Macros

Address Book Reports