Memo Generation

The Memo Generator permits you to choose a memo style from a list of firm memo styles. The fields that head your memo change, depending on the style you choose.

To Generate a memo:

Click the Memo Generator button or use SHIFT + ALT + M.

The following dialog box will appear:

Use the drop-down menu to choose your author, or type the name of an author not in your personal list.

Choose your Style by clicking on the memo style from the list of firm approved available styles.

Use the Contacxbutton to choose the addressee (or CC) from your list of contacts, or use the Author button to choose the addressee from your list of authors (inside your firm). You may also type the recipients name in the field.

Enter the remaining field information, using the TAB key to move from field to field.

Press ENTER or click the OKbutton to generate the memo.