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CCH Software User Documentation

How to add a new document template

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  1. On the main toolbar, click the Suppliers button.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click OK or press the [Enter] key.
    The results that match your search criteria are listed in the window.

  4. Double–click the record you want to open.
    The Supplier page for the selected record is displayed.

  5. Click the Documents tab to display it.  The Document icons are displayed in the top left area of the window.

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  6. Click the first icon to add a new document clipboard_e09b062a9a87da122c1d655b3daaf6e81.png. An MS Word template opens in a new window.  In addition to the standard MS Word features, the template contains an additional drop down list:

    Insert Merge Field.

  7. Select the fields you would like to use in the document template and then save the template in the location defined in the templates path set up in the Back Office Maintenance System Document Creation Settings.

 

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