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CCH Software User Documentation

Defining Document Creation Settings (CCH Practice Management)

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The Document Creation Settings window is where you define the location and format of client and contact documents.

Define Document Creation Settings

  1. Select File > Maintenance > Documents > Document Creation Settings.

  2. In the Document Creation Settings window, enter or edit the following details:

  • Client Algorithm: The client algorithm is stored in the *. ini file. The default client algorithm is displayed in this field. You can change the client algorithm.
  • Contact Algorithm: The contact algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the contact algorithm.
  • Assignment Algorithm: The assignment algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the assignment algorithm.
  • Receipt Algorithm: This field defines the manner in which the receipt reference is created.
  • Word Billing Algorithm: This field defines the manner in which the billing reference is created.
  • Billing Startup Path: This field defines the location on the network of start location for billing.
  • Templates Path: This field defines the location of the templates used by the system. The templates path is stored in the *. ini file. You can change the templates path.
  • Document Startup Path: This path defines the location of files that are used in the system. The default path is displayed in this field. The path is stored in the *.ini file. You can change this path.
  • Mailing Salutation: This defines how an addressee is greeted in a letter.
  • Mailing Name: Defines the style used for names in letters.
  • Mailing Initials: Sets the initials to be used for mailing purposes.
  • Mailing Formal Name: Defines the formal name to be used in mail.
  • Mailing Name Separator: Defines the mail separator to be used.
  • Reset Mailing button: Resets mailing. Returns mailing to system defaults.
  1. When you have finished making changes, click OK to save and close the window.

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