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Add Table Definitions

  1. Navigate to the desired letter template.

  2. Scroll to the desired section.

  3. Click Add Table Definition.

    A new window appears.

  4. Select a module or section from the Module/Section drop-down menu.

  5. Enter a number in the Number of Columns field.

  6. Select the Hide Header Row check box if you would like to hide the header row in the letter.

  7. Click Select Criteria.

    A new window appears containing two sections: Criteria Builder and Chosen Criteria.

  8. Complete the Search by Attributes section and click Add Criteria.

    The new criteria appears in the Chosen Criteria section.

  9. When complete, click Save.

  10. Click OK to add the table definition to the section.

  11. When you have added all necessary information, click Save at the bottom of the screen.

  12. Once saved, click Cancel to return to the list of letter templates.