To modify Corel WordPerfect templates

If you haven’t already read the OfficeLink Overview, see Removing prompts for your name and title from OfficeLink templates for more information.

Start Corel WordPerfect.

Choose Open from the File menu. The Open dialog box will appear.

Using this dialog box, locate your Accounting Plus software folder, then locate the Letters folder within it. Display the contents of this folder.

Choose WP Templates (*.wpt) from the For Type field. All your OfficeLink letter templates for WordPerfect will appear.

Locate the template you wish to modify, and make a note of its name; you’ll need this information in a later step. Highlight the template and click Open. The template you selected will open.

If you’re unsure about which template you want, see To choose an OfficeLink template for personalized letters for descriptions of OfficeLink letter templates.

A dialog box will appear, asking for your name and title (and other information, possibly, depending upon the template you’ve chosen). Choose Cancel.

Locate the following fields at the bottom of the template, and type your name and title in their place. Don’t put brackets around the text you enter.

[Please Enter Your Name]
[Please Enter Your Title]

Choose Save As from the Edit menu. The Save As dialog box will appear. Save the document using a name other than the template’s earlier name (the name we asked you to note in step 5). That way, you’ll be able to use the original template again in the future if you wish to do so. Be sure your modified template has a .wpt extension, and be sure to save it in the Letters folder inside your Accounting Plus software folder.

To modify Corel WordPerfect templates