Patent Document ID: 8032829
Application ID: 12351169

Base Claim:
1. A method of transferring data from a financial program to a word processing program to view and modify financial documents in the word processing program comprising: selecting a template in a finance program wherein the template has a field related to the selected template; identifying an open field in the selected template that can be filled in with data from the finance program; selecting data stored by the finance program that is appropriate to fill in the open field in the selected template using a processor; communicating the selected data and the selected template to the word processing program; opening a document in the word processing program that displays the selected template and the selected data in the appropriate field as a word processing document, and allowing the modifications made on the word processing document to be communicated to the finance program.

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Claim 3:
3. The method of claim 1 , further comprising allowing a user to modify the word processing document.