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CCH Software User Documentation

Output Structure: PDF and XML

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Depending if the personal data files are generated for clients or contacts, the files are saved in the folder set within the GDPR Path as follows:

  • If the personal data file is generated for clients, then a Client subfolder is created in the GDPR folder. In the Client folder are created subfolders for each client on which the personal data was generated. The name of the subfolder has the following format: Client Name_Client Code
  • If the personal data file is generated for contacts, then a Contact subfolder is created in the GDPR folder. In the Contact folder are created subfolders for each contact on which the personal data was generated. The name of the subfolder has the following format: Contact Name_ContactID

 

Note

For users which do not have CCH Document Management, the files that are generated are saved in the folder set in the GDPR Path from within File> Maintenance> Documents > Mailing Settings screen.

 

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