Amend the annual statement cover letter for a client

Your Annual Statement settings need to be set as 'Add cover letter for annual statement package as Docx File' for this option to be available. Menu > Product Settings > Annual Statement

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Please note: even if you select the cover letter to be added as a docx file, your client will always receive a PDF version of the cover letter.


If settings are set as 'Docx File' the following option is available under 'Refresh'.

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'Refresh' is available on the annual statement documentation page.  It's an option to change settings for a particular annual statement. 

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You can click on the cover letter to download it and edit it.

If you download the cover letter, save it on your desktop prior to re-uploading. To re-upload, choose the saved file and click 'Update Cover Letter'. 

If you have created multiple cover letters in the Cover Letter Settings (Menu > Product Settings > Cover Letter), this section will allow you to select the corresponding cover letter.

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