Running the mail merge for Information Request templates
When you select an Information Request template, the Query function must be used for this to run correctly.
- From the Data Source group, select Query.
- In the drop down box, select Information Request.
- In the Year field which appears, select the year for which the request is being produced. For example, if you are producing a request for the year ended 5 April 2020, select 2020.
When using CCH Document Management, the Information Request document type needs to be specified and added as a Document Type for client filing.