Drake Communications Editor - Full Edit and Outline Edit

To edit your letters you can use the Full Edit and Outline Edit toolbar icons to toggle between the two editing modes when you open a letter for editing.

Full Edit is the traditional editing view that you have seen in prior years (below):

The Client Communications Editor also offers an Outline Edit view. In the Full Edit image above, an Outline Edit icon appears on the toolbar. Click that to toggle to Outline Edit (below):

In Outline Edit above, a Full Edit toolbar icon appears. Click that to toggle to Full Edit.

Outline Edit reduces the complexity of editing a letter. Instead of scrolling through a letter, looking for particular text, keywords, or paragraphs to edit, use Outline Edit to find the section you’re looking for with just a few clicks. You can also use Outline Edit to more easily move entire sections of a letter with the drag-and-drop feature.

Indent or Move Keywords on Letters

Currently there is no way to indent or move keywords with multiple lines of data such as the taxpayer name and address. This is because the indentation or space information is not part of the keyword.

Note: To restore a letter to the default, you will need to first open the letter in the communications editor. Then click on Setup > Restore original letter.