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CCH Software User Documentation

Setting up a new Assignment Template Group Type

The template group type allows the pratice to group assignment templates according to each different type of client.
  1. From the main menu, select File > Maintenance > Assignment > Template Group Types.

  2. In the Template Group Types window, enter the name of the new Template Group Type in the blank cell at the top of the table, and press [Enter]. The newly entered Template Group Type moves lower down the list and a new blank cell is created at the top of the table.

  3. To enter another Template Group Type, enter the name in the new blank cell.

  4. To save the new Template Group Type and close the window, click Buttom OK.PNG.

Central - Maintenance - Assignment - Template group type.PNG

 

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