Open the Document Editing from Data Mining
- SelectUtilities, thenData Mining.
- Select the database to work in from theClient databasedropdown list, andContinue (Step 2).
- On thePrint Selection and Client Searchwindow, selectCompose Client Letters.
- Add or edit existing client letters.
- To add new letters, selectNew, enter the information, then selectOK.
- To edit existing letters: select the letter, thenOpen.
noteYou 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.
