How do I retrieve or create letter templates for prior years?

When I try to retrieve client letters from prior years, I get a message saying templates cannot be found.


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ProFile comes with templates to use for various letters, invoices, etc. but you are able to edit them or create your own. If your modified or original templates for prior years were deleted or moved, you would get the message you describe. 

If you can find the missing template files, simply copy them into the Base Template Directory (shown when you select Options > Templates... from the menu.)

If you cannot find the missing template files, you can tell ProFile you want to use the default templates that were installed with the program. To do this, choose Options > Templates... from the menu, which will open the Template Editor window. Choose the module and year from the tabs at the top of the window, and then scroll down through the list of templates in the white area until you find the one you want. Note that there are several letter templates in the list - Letter, DLetter (deceased), BLetter (bankrupt), JLetter (joint) etc. Select the template you want, and then tick the 'Use default template' box. This checkbox is found on the right side of the window, just below the list of templates. When you are finished selecting templates and changing them to use the default layout, click the Close button in the lower right of the Template Editor window.  Now you should be able to open the letter you were looking for. 

Please note that if you were using a modified template before, the letter you pull up using the default template may not be exactly the same as the one you sent your client originally, although the numbers should be the same.

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