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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.
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