Confirmation.com - How to save automatic documents in excel and directly into the document manager

Please be advised that our Support Line will be closed on 4 November 2026 due to the public holiday.
  1. Home
  2. Knowledge Base
  3. How to save automatic documents in excel and directly into the document manager
FAQ

How to save automatic documents in excel and directly into the document manager

Published:  09/12/2016
  1. Right click in the an Automatic document and then select Save as Excel File
  2. The Save as Excel dialogue box will appear
  3. Ensure that the Add to client file and Document Manager checkbox is ticked
  4. Your excel file will save automatically under your automatic document and will be sequentially numbered.
 
User-added image

  Instructions:

How to save automatic documents in excel and directly into the document manager.
 
 Rate this article: 
  (Popularity = 3/100, Rating = 0.0/5)

   Related Articles

Firm Template | Document Manager
Financial Statements | iXBRL | How do I complete the submission to CIPC, after exporting to the document manager?
How to use and customise the Document Manager Filter
Caseware IDEA Tutorials: Importing An Excel Spreadsheet
view all...


   Search Results

How do I add a new user to my institution (New Version of Confirmation)
How do I update the Responder Instructions for my institution? (New Version of Confirmation)
What does the Future Dated Confirmation Report provide? (New Version of Confirmation)
How do I search for a past confirmation? (New Version of Confirmation)
Can I assign or reassign a confirmation to another department? (New Version of Confirmation)
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
Confirmation.com
For more information, visit: www.confirmation.com

Adapt IT logo

Quick Links


Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2026 | All Rights Reserved