Letter Templates

Letter Maintenance

The system is provided with templates that can be configured as necessary.

Navigate to the Set Up Menu and Letter templates

Select the letter to customize

When all of customization are complete, save changes. Leave the File name as displayed

Once all of letter templates have been customized, you must reselect the letters in your company profile via the Letter Templates node of the System Defaults tab.   This will ensure that all letters will generate as expected with the changes you have made.

Letters With More Than One Tax Calculation

Back Office also includes the following templated letters to support a 2nd tax calculation:

  • Advance 2nd Tax.dot
  • Buying Broker 2nd Tax.dot
  • Notary letter.dot (letter to be used when the Buyer’s Attorney disburses funds on closing)
  • Seller’s Attorney 2nd Tax.dot
  • Selling Broker 2nd Tax.dot

To enable these templates, add them to the Letters node on the System Defaults Tab of the company profile before you can customize them via Letters Templates. Then follow the same process as noted above.

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