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  • Product: UltraTax CS
  • Subject: Data Mining

Print reports and letters in Data Mining

You can print custom reports and letters for all clients who passed the most recent search.
  1. Select and run the search.
  2. Select
    Search Results
     to verify the results, then
    Done
     to return to the
    Print (Step 3)
     window.
  3. In the
    Print
     screen, choose from the
    Print where
     checkboxes:
    • Mark the
      Printer
       checkbox to print reports and letters on paper.
    • Mark the
      FileCabinet CS
       checkbox, select the letter or report, then
      Print
       or
      To Cabinet
      .
      note
      This checkbox is only available if you're licensed for FileCabinet CS and have it installed. You can't print custom reports to FileCabinet CS.
    • Mark the
      Web/eSignature: Thomson Reuters data center
       checkbox, then select
      Assemble/Print
      .
  4. Mark the
    Email client letters as PDF attachments, if email address is available
     checkbox, then enter the
    Subject of email
    . This will send letters by email to clients who passed the most recent search and for whom you've entered and email address.
  5. Clear the checkbox next to any client whose data you to exclude or for whom you don't want to print or email letters.
  6. By default, the reports and letters you selected before searching appear in the
    Reports/Letters
     tab.
  7. To change the items selected for printing, select the
    Modify
     button, the reports and/or letters, then
    Done
    .
  8. Use the
    Sort
     field to change the print order.
  9. Choose the number
    Copies
    .
  10. Print or assemble the reports and/or letters.
    • Select
      Print
       to print the reports and letters to FileCabinet CS or to email the letters as PDF attachments.
    • Select
      Assemble/Print
       to assemble documents for eSignature.
      note
      The eSignature documents will be available to transmit by CS Connect. A client email address is needed.
    note
    • The
      Print
       button changes depending on the checkboxes you marked in the last step.
    • You can Preview before printing. From Preview, you can choose the
      Print one page
       icon Print one page button showing a printer icon and the number 1. or the
      Print all
       icon Print all button showing a printer icon.
    • You need to print the item before closing the
      Preview
       window, otherwise you'll need to make the search and select the report or letter again to print.
    • You can print letters, reports, and mailing labels, but not envelopes.

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