Form Letters

Titanium allows users to populate selected fields in a Word template using the data from the client record.  You can only generate one form letter at a time, for one client at a time.  You must have Word installed on your computer. Click here for instructions on how to create multiple letters at the same time.

What would you like to do?

Create a Form Letter

(Note:  Click here to create bulk accommodation letters for clients with disabilities.)

1.  Open Word.

2.  Use Word to create a form letter.  (Note:  If you need assistance, click Help inside Word and search for mail merge or form fields.  To use fields multiple times in the same template, navigate to Insert > Field > Quick Parts > ‘Ref’.  This will list all of the bookmarks available for this reference.)  The following Titanium fields are available for use:

3.  Save the template.

4.  In Titanium, navigate to Open > Form Letters.

5.  Click Manage Form Letters.

6.  Click Import and use the Windows interface to select the form letter.

7.  Click Save and Exit.

Generate a Form Letter

1.  In Titanium, click Open and Form Letters.

2.  Use the pull down menu to select the desired form letter.

3.  Click Select Client.

4.  Use the Find/Add screen to locate and select the desired client.

5.  Click Load Form and Client.  (Note:  Word will automatically open the completed form letter.)

6.  Click Exit on the form letter menu bar.

7.  Use Word to finish desired actions like printing or saving the form letter.