How to minimise time spent by turning documents on or off
Instructions:
Minimise time spent on turning documents on or off. Select the documents you will include most often in the client’s financial statements. In the financial statements, from the Freeze Pane menu, select Document | Configuration | Document Structure.
Rate this article:
|vote=None|
Processing...
(Popularity = 7/100, Rating = 0.0/5)
Related Articles
Firm Template | Document Manager
Firm Template | Document Configuration Header
Firm Template | Format Document
Firm Template | Package your firm template
view all...
Search Results
Editing Financial Forms in a Client Profile
Adding Financial Forms to a Client Profile
Roll Forward of a Client Profile
Changing Client Signers on Forms
Can I edit a client authorised signer?
view all...