Running the mail merge
Information Request uses CCH Central's mail merge feature to produce the automated letters.
These can be opened in Microsoft Word, printed directly or be sent to a client via email.
For guidance on this, please see the CCH Central Creating a mail merge page.
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 2016, select 2016.
Note
When using CCH Document Management, the Information Request document type needs to be specified and added as a Document Type for client filing.