Confirmation.com - Firm Template | Document Structure

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users

Please note that due to a divisional meeting taking place, the support team will start working at 9am on Friday the 1st of August 2025

FAQ

Firm Template | Document Structure

Published:  06/11/2023
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: 
  (Popularity = 32/100, Rating = 0.0/5)

   Related Articles

Firm Template | Format Document Firm Template | Document Configuration Header Firm Template | Document Manager Firm Template | Configuration Footer view all...


   Search Results

Unable to Receive Client Authorisation Client Authorisation Unable to receive password or userID email Can the authorisation email be sent to a client more than once? I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)? 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
Copyright © 2025 | All Rights Reserved