CCH Audit Automation
Merge Codes
This document outlines the functionalities of Microsoft Word and Excel for handling various document elements related to client and system data, including merge codes for dynamic content insertion. It details formatting options, table controls, client reference data, and extended codes for embedding planning information. Key functionalities include the ability to switch between portrait and landscape page orientations, customized table appearances, and options for retrieving background file information. This tool is primarily aimed at professionals needing structured documentation for audits and reviews.