To add a new or existing letter directly to the action:

 
     
    1. In records, add an action or open an existing one.
       
    2. Set the action category to either Mailing or Task/Other.
       
    3. If appropriate, in the Letter field, select a letter code. If selecting a letter code, ensure that it is attached to an export in Configuration to enable you to merge the letter.
       
    4. Click the Word button beside the Letter field.
       
    5. In Word, enter the appropriate text for the letter (or copy and paste text from an existing letter) and click Save this document as an action. 

      Note: When using MS Word 2007 the prompt to Save this document as an action appears on the Add-ins tab.
       
    6. Click Return to Action for... to return to the action in The Raiser's Edge.
       


     

    To add a letter printed from the constituent or gift record as an action:

     
       
      1. In the constituent record, select Letter, Write a Letter (or the name of an existing letter). In a gift record, select the appropriate letter in the drop-down menu next to the Letter button and click the Word icon.
         
      2. Compose the letter.
         
      3. In the Word document, click Save this document as an action. The action record is created.

        Note: When using MS Word 2007 the prompt to Save this document as an action appears on the Add-ins tab.
         
      4. To return to the constituent record, click Return to [Constituent Name]. To return to the gift record, click Return to Gift for [Constituent Name].

         
       

      To open the letter from the action:

       
         
        1. Open the appropriate action record.
           
        2. On the General Tab, click the Word icon in the lower right corner.
           
         

        To edit the letter after it is closed:


        Refer to How to view and/or edit previous letters through saved actions.