startDefault Text Documents
How To

Default Text Documents

CCH Audit Automation
Last update: Reading time 2 minutes
Master PacksSystem AdministrationSQL ServerDocuments
    To edit or create the defaults, load the master pack for editing and choose the Word processor option on the Master pack index.

    On selecting one of the standard predefined text documents from either the permanent file or a menu, the system will look to see if the document exists for the client and, if it does, load it for edit.  If no document exists for the client, the system will look to see if there is a default document stored in the master pack and load that.  If no default is loaded, it will present a blank document for edit. The default may be used to present masks of information that the user can follow when entering data.  The CCH masters contain masks for all text documents. 

    To edit or create the defaults, load the master pack for editing and choose the Word processor option on the Master pack index. The system will launch either PROword or MS Word based on the settings in system options.

    You may now open the default to be edited, or type the default and save it with the appropriate name.  For a full explanation of how to use PROword, refer to the reference manual. The names of the default documents used by CCH Audit Automation are as follows:

    GPMEMO
    PFMEMO
    MANLETT 
    OPINION
    COMPUTER
    GENERAL
    INDUSTRY
    NATURE
    OPERATIN
    SYSTEMS
    LAWS
    NOTES

    General planning memo
    Points forward memo
    Management letter
    Opinion summary
    Computer systems
    Background/general notes
    Industry, goals, etc.
    Nature of business
    Key operating facts
    Accounting systems
    Laws and regulations
    Notes 

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