Inserting a Word document into a transmittal letter in CSA

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When editing a client document using the Transmittal Letter Editor in CSA, you can insert a short Word document into the letter by doing the following:

  1. From the CSA main menu, choose Setup > Transmittal Letter.
  2. Choose File > New Letter (to create a new document) or File > Open Letter (to open an existing document).
  3. Choose Insert > Object.
  4. In the Insert Object dialog, click Create from File and then browse to the folder location where the Word document is stored and click OK.

This feature works well when inserting a single-page document only. If you were to insert a multi-page Word document into the transmittal letter, only the first page would appear when you print it.

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