Memowriter: Client Memo

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Create a Client Memo Using a Memo Template

An existing Memo Writer Library Template must be configured and saved.

1. Open the Client on one of the four Client Tabs.
2. Left-Click to expand the Memos band.
3. Select Create Memo.

   

4. When prompted to select the Memo Writer Library Template and select the Memo Name and select Open.

   

5. The Memo Writer Library Template will be displayed.
6. Select File -> Merge Data to replace the merge codes with client data.

   

7. When prompted, confirm the client and contact details, then select OK.

   

8. The merge codes will be replaced with client data.

   

9. Select File -> Print, verify the printer, then select Ok. An automatic .PDF file will be saved as an attachment on the client.
10. When prompted, add any additional information to the Activity Log window. Select Save when finished.

    

11. To save an editable client memo in addition to the automatic .PDF file, select File -> Save As.
12. The memo Title and client number will automatically populate. Change the Title if desired, and select OK.

    

13. Exit Memo Writer.

Delete an Existing Client Memo

Deleting a memo document cannot be reversed.  The document will be permanently removed and cannot be recovered.

1. Open the Client on one of the four Client Tabs.
2. Left-Click to expand the Memos band.
3. Select Create Memo. (If the memo is saved to a policy, left-click the policy number within the Policies band to open Policy Express, then select Create Memo)

   

4. When prompted, select to highlight the saved memo. (Do not double-click or select Open)
5. Select the red X to Delete.

   

6. When prompted, select Yes to confirm.

   

7. Exit Memo Writer.

After deleting a memo, activity associated with the memo will still be recorded, including any automatically generated system .PDF attachments.