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CCH Software User Documentation

Find Templates

Find Templates

The Find Templates window will automatically be populated with templates for the library in which you are creating documents, based on where you accessed the Create Document window.

You can further filter the results by typing into the Search for box. In addition you can group templates by dragging a column header such as Document Type to the top of the grid.

DM_window_FindTemplates_annotated.png

 

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