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CCH Software User Documentation

Defining Document Mailing Settings (CCH Practice Management)

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Define Document Mailing Settings

  1. Select File > Maintenance > Documents > Mailing Settings.
  2. In the Mailing Settings window, define:
  • Billing Startup Path:
  • Templates Path: Displays the default path for templates used in the system. The templates path is stored in the *. ini file. You can change this templates path.
  • Document Startup Path: Displays the default path for files used in the system. The path is stored in the *. ini file. You can change the path.
  • Mailing Salutation:
  • Mailing Name:
  • Mailing Formal Name:
  • Mailing Separator:
  1. Click OK to save an exit the window.

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