Storing your standard letters in CCD

To add new standard letters to your CCD go to the Setup module and the ‘Standard text’ section.

There are 4 ways to add letters to CCD:

  1. Copy and paste existing Word letters
  2. Type new standard letters
  3. Use the Message Maker function to create letters that include merge fields from information added to the clients, holdings or providers files
  4. Use existing Word letters and via the message maker function add the merge fields