Edit a letter template - word document

Access the word document templates from Mail Merge wizard.

1. From the toolbar, access the or option to open the Find Contacts or Find Clients tab.

 2. Tick the check box which on the left of any contact or client line.

 3. Click on the task bar, as below:

4. The Mail Merge 1 of 6 stage opens, on the Output Selection's drop down list choose Letters. Click Next.

5. The Mail Merge 2 of 6 stage opens, it lists all templates available.

• Highlight the template you want to edit.
• From the ribbon, select Templates from Central as below.
• From the ribbon, click Edit Template as below.

6. The Microsoft Word application opens (if you have it installed) with the template on the screen to be edited.

     Under Mailings > Insert Merge Field you find all fields from CCH Central (including Extra fields),

7. Saving the template:

   Scenario 1, if you want to keep the original template, use the function Save As, making sure that the file:

• is saved on the Practice's shared folder were all the other word documents templates are saved
• is renamed
• is saved as Word Template file type (*.dotx) as per example below.

     Scenario 2, if you do not want to keep the original template, use the function Save.

8. Click Save and close the file, the template will be available to use along the existent ones.