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This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining

Add or modify client letters in Data Mining

  1. In the
    Data Mining
     window, select the database from the
    Client database
     dropdown list, then
    Continue (Step 2)
    .
  2. In the
    Print Selection and Client Search
     window, select
    Compose Client Letters
    .
  3. Select a product from the
    Product
     dropdown list.
  4. To add a new letter:
    1. Select
      New
       and enter a
      Document name
      .
    2. Use the checkboxes to configure your header and footer.
    3. Select a document
      Border
      .
    4. Select
      OK
      .
  5. To modify and existing letter, select the letter, then
    Open
    .
    note
    You can't edit the header and footer within Data Mining. You'll need to go the
    Document Editing
     window in UltraTax CS to do so.
  6. Write the new letter or modify the existing letter in the
    Document Editing
     window.
  7. To insert values calculated by UltraTax CS or from an input screen:
    1. Place your cursor where you'd like to insert a value.
    2. Select
      Insert
      , then
      Variable
    3. Select a jurisdiction from the
      Product
       drop-down.
    4. Select
      Amount
      ,
      Text
      ,
      Date
      , or
      Input Screen
      .
    5. If you choose
      Input Screen
      , then use
      Select field
       to find the field you'd like to use. Once you've found the field, click to highlight it, then
      Select
      .
  8. To insert embedded content, special characters, manual page breaks, bitmap images, and Electronic Signature information, point to where you want to insert them, then select
    Insert
     and the content type.
  9. To format the text, highlight it, then select from the
    Format
     menu.
    • Font
      .
    • Paragraph
      .
    • Tabs
      .
    • Print If
      : To select calculated values, input screens, and search name criteria as conditions.
  10. Select
    Document
    , then
    Save
    .
  11. To preview, select
    Document
    , then
    Preview
    .
    note
    From the
    Preview
     window, you can select
    Print one page
     or
    Print all
     .
  12. To print the document as it appears, select
    Document
    , then
    Print
    .

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