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Templates - Debtors Letters in Word

Follow these steps to create a Debtors Letter template:

  1. Open Microsoft Word

  2. Select the Access tab (at the top)

  3. Click Insert Data (On the Ribbon)

  4. Select the Connection type (i.e. Access Supply Chain)

  5. Select the Document Type (i.e. Debtors Letter 1)

  6. Click Next

  7. Check all the items required for the Debtors Letter

  8. Template options can be amended to set filters.

  9. Click **Save** to save the document in your chosen location.

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