While working in with a client plan, you can open a previously saved letter template or one that has been imported from the desktop program edition.
Opening a Letter Template
With a client plan open, click File > Open Letter Template. The Open Letter Template dialog opens.
Click to select a letter template to open from the list.
Click OK. The template opens in the Client Letter pane, and you can now begin customizing the letter. To save the customized letter as a client letter (not as a template), simply save the client plan.
