How to change from the default letterhead in HandiTrust
Go to Reports and Edit Reports, then find our master Letterhead:
2. Highlight this and then click on Copy at the bottom of this box.
3. Give your Letterhead a name so that you can find it on this list and then Save this.
4. Once you have saved your letterhead it should be the one selected so that you can then click on Design and you will get the following screen come up:
5. Change all of these details to your company details by double clicking in each cell and making sure to leave the quotation marks around each cell “”
Example:
6. Once you have done that you can close this screen, and it will ask you if you want to save these changes and you say Yes to this.
7. Close the Report Writer box.
8. Then go to Options and General and at the bottom click on the ellipses button at the end of the Letterhead box.
9. Then highlight your Company letterhead and click on Select and then OK in the next box and then your Company letterhead should appear on your reports.