Confirmation.com - How to save automatic documents in excel and directly into the document manager
BOOK TODAY
to register for the Confirmation Orientation Webinar - Essentials for New Users
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Login
Search
Home
Knowledge Base
How to save automatic documents in excel and directly into the document manager
How to save automatic documents in excel and directly into the document manager
Published: 09/12/2016
Right click in the an
Automatic document
and then select
Save as Excel File
The
Save as Excel dialogue box
will appear
Ensure that the
Add to client file and Document Manager
checkbox is ticked
Your excel file will save automatically under your automatic document and will be sequentially numbered.
Instructions:
How to save automatic documents in excel and directly into the document manager.
Rate this article:
|vote=None|
Processing...
(Popularity = 2/100, Rating = 0.0/5)
Related Articles
Firm Template | Document Manager
How to use and customise the Document Manager Filter
Caseware IDEA Tutorials: Importing An Excel Spreadsheet
How to import the trial balance from MS Excel to Caseware?
view all...
Search Results
Probe Methodology | Planning Risk Assessment - 11.40 Fraud Risk Assessment
Probe Methodology | Planning Risk Assessment - 11.20 Inherent Risk Assessment
Probe | In 12.20, why is my inherent, fraud and control risk at financial statement level assessment showing "blank" or "Not yet assessed"?
Probe | Planning Risk Assessment | 11.20 Inherent Risk Assessment
Probe Audit | 11.20 Inherent risk assessment
view all...
Didn't find what you were looking for?
Watch a video
Check out our helpful video guides
Contact Support
Contact our support team
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved