Open the Document Editing from Data Mining

  1. Select
    Utilities
    , then
    Data Mining
    .
  2. Select the database to work in from the
    Client database
    dropdown list, and
    Continue (Step 2)
    .
  3. On the
    Print Selection and Client Search
    window, select
    Compose Client Letters
    .
  4. Add or edit existing client letters.
    • To add new letters, select
      New
      , enter the information, then select
      OK
      .
    • To edit existing letters: select the letter, then
      Open
      .
    note
    You can't edit headers or footers while using Data Mining. You'll need to open the Document Editing from UltraTax CS. The changes you make to the headers and footers in UltraTax CS will apply to client letters created in Data Mining.

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