startDefining Document Creation Settings (CCH Practice Management)
How To

Defining Document Creation Settings (CCH Practice Management)

CCH Practice Management
Last update: Reading time 2 minutes
MaintenancePreferences And SettingsDocumentsDocument Handling
    The Document Creation Settings window is where you define the location and format of client and contact documents.

    Define Document Creation Settings

    1. Select File > Maintenance > Documents > Document Creation Settings.

    2. In the Document Creation Settings window, enter or edit the following details:

    • Client Algorithm: The client algorithm is stored in the *. ini file. The default client algorithm is displayed in this field. You can change the client algorithm.
    • Contact Algorithm: The contact algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the contact algorithm.
    • Assignment Algorithm: The assignment algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the assignment algorithm.
    • Receipt Algorithm: This field defines the manner in which the receipt reference is created.
    • Word Billing Algorithm: This field defines the manner in which the billing reference is created.
    • Billing Startup Path: This field defines the location on the network of start location for billing.
    • Templates Path: This field defines the location of the templates used by the system. The templates path is stored in the *. ini file. You can change the templates path.
    • Document Startup Path: This path defines the location of files that are used in the system. The default path is displayed in this field. The path is stored in the *.ini file. You can change this path.
    • Mailing Salutation: This defines how an addressee is greeted in a letter.
    • Mailing Name: Defines the style used for names in letters.
    • Mailing Initials: Sets the initials to be used for mailing purposes.
    • Mailing Formal Name: Defines the formal name to be used in mail.
    • Mailing Name Separator: Defines the mail separator to be used.
    • Reset Mailing button: Resets mailing. Returns mailing to system defaults.

    1. When you have finished making changes, click OK to save and close the window.

    clipboard_ecbcbd92089d50d20c9ad48f9ccaa4497.png

    Related documents

    CCH Practice Management 2026.2: Release Notes
    Release Notes for CCH Practice Management 2026.2
    CCH Practice Management 2026.3: Release Notes
    Release Notes for CCH Practice Management 2026.3
    CCH Practice Management: enhanced - billing training online (10133815)
    This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
    CCH Practice Management: essentials training online (10133814)
    This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
    Software and database installation (10091331)
    This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.