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Status Potential for future consideration
Created by Guest
Created on Oct 9, 2024

Cover Letter - Token to use for who to address the cover letter to

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client.

Ideally, this would be taken from an option in the client definition, where they can put the clients first name, or even two names, so that they can have each letter addressed to the right party.

Example:

  • Separate property books: Dear John

  • Joint books: Dear John and Janice

  • Attach files