Paragraph templates are building blocks that you can combine to create letter templates. Paragraphs are managed from the Library, where they can be organized into folders that describe the content of the paragraphs. A paragraph template can actually include multiple paragraphs, if needed.
By default, Client Collaboration provides some system paragraphs and folders for 1040 Tax engagement letters. You can use these paragraphs and folders as they are, or you can create custom ones that better fit your firm's workflow.
You can incorporate keywords in your paragraph templates. Keywords provide a way to customize generic paragraphs for specific clients. See Using Keywords for more information.
Enter a paragraph name in the Paragraph title text box at the top of the page.
Click the link next to the Template Location label to select the folder where the template should be stored.
Enter the body of the paragraph in the main paragraph text box. If needed, you can do either of the following:
Add keywords. Drag keywords from the Keywords pane into the body of the paragraph. Keywords are variable chunks of text that can help customize your paragraph. See Using Keywords for more information.
Format the paragraph text. Use the toolbar above the paragraph text box to apply formatting to the paragraph text. See Using the Formatting Toolbar for an explanation of the options that are available.