Client Document Preview

This feature allows user to view the variables to be inserted into the Client Document. From this screen, users can enter/change document variable values, edit the document in the word processor, print or put on print list.

Click the button to display the Document Preview Screen.

Enter any values in the variable fields.

Click the button to add the document to the default print list.

Click the button to print the document.

Click the button to select a different print list or printer.

Click the button to save the variable values on default variables.

Note: Only save if there are default variable in the document and the default variable should always have the value entered.

Click the button to view the document in the word processor. The document can be edited and printed from the word processor.

Click the button to recalculate formulas. This is most often used when a default/fill in the blank variable is used in the formula.

Click the button to exit this screen.

For users that have the enhanced document imaging module, Click the button to display the image/file import screen. This feature will add the document to the Images for this account and may put the document on the print list to be printed later.

Enter an Image Description. To add another Description Code, click the button.
Select an Image Type. To add another Type, click the button.
To add the document to the print list, check the box next to Put on print list.
Select the Print List from the list.
Enter any detail in the Details Box.

Click the button to image the document.