Confirmation.com - 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.

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Instructions:

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

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