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CCH Software User Documentation

Stage 6 of 6 - Document options

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1. On the last stage, 6 of 6, you choose how you want to generate the letters.

Mail Merge - email stage 6.1.PNG


Document options:

Single document, separate pages: the mail merge will generate all letters on the same MS Word document file.

Multiple documents: the mail merge will generate a MS Word document file for each letter.

History options: if the practice has CCH Document Management module, you can add the letters to it, specifying a description and the document type.

2. Click Finish to finalise the Mail Merge Wizard and produce the letters.

3. The MS Word application will open automatically.




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