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The Finance Shop Release Notes

The Finance Shop allows you to create your standard documents using its mail merge feature.

This will produce Microsoft Word Documents which you can then print to PDF (Dependent on your version of Word or printers you have installed.) You should direct the output PDF to the Client Files folder for the client

You can then go to the Client Contacts screen and select Communicate. Select Email

The template below is an example only and you will need to create your own templates.

A comment will be added in the CRM section.

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