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CCH Software User Documentation

Edit Template

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 Templates previously added or created in the system can be altered to match the require layout and content. 

Once in the Template Maintenance screen select required template by ticking the selection box and then click Edit in ribbon


The template will be be checked out as per standard document edit process in Document Management. 



Edit the document, various Mail Merge fields can be added to the template to facilitate auto data fetch from Central when document is created. 



Once changeds are completed - Check in Document following the standard Check In process for files in Edit.

Test template by creating a document.


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