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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.
 
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  Instructions:

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