How to insert non-transaction data
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Access the practice or client’s paragraphs. See Accessing practice paragraphs or Accessing client paragraphs.
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Find the paragraph to be edited.
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Click to select it.
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Click Edit Paragraph. The Edit Paragraph Content window opens.
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In the Paragraph Content text area, click to place the cursor at the point where the Non-Transaction field variable is to be inserted.
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Click Non-Transaction Data. This is located on the Insert menu. The Insert Non-Transaction Data Reference window opens. The data fields are grouped using Data Categories to enable quick and easy searching for the Non-Transaction Data field to be inserted.
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Select the Non-Transaction Data field variable to be inserted.
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Click OK. The Non-Transaction Data variable is displayed at the insertion point in the Paragraph Content text area. Use the formatting tools to format the variable as necessary. See Formatting paragraphs.
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Click OK. To save the changes to the paragraph content.