Using Documents and Letters

Documents are used for standard letters and reports.

They are accessed as required and populated by fields either drawn from your firm (name and addresses etc), the job (client name, year end etc), fields completed as part of the audit (relevant legislation, client contact names and addresses, addressees etc) or from tables.

To create a document click on tab - in this case to create an engagement letter: 

Then follow link that is created:

By the time a document is created most of the fields should be filled.

If you wish to edit the document click the Customise/Edit icon at the lower right:

All blue fields are linked to a variable - in most cases clicking the blue field will allow access back to where the data was entered:

In cases of contact names addresses these are edited in the side bar Contacts page.

Any yellow fields may be edited directly on the page.

Whole areas in letters may also be edited by clicking the edit icon in the section.

New areas may be added by clicking the down icon.

Areas may be rearranged into different order by dragging and dropping.

Changes made to documents will be retained for future years - at a client level only.

Firm-wide customising is possible.

To print documents use the Print Page (PDF) tab at the bottom right, or use the browser print function (ctrl-P) to allow margins to be edited.

May also copy the whole document and paste into a word processor for additional editing (to change font say).

Page orientation may be changed by editing from parent page - page numbering may also be switched on or off.

For mail-merge documents (e.g. Debtors circularisation) any changes made to editing the letter will be reflected in all copies of the letter - if you wish to edit just one you will need to copy across into your Word processor.

NOTE: If you are using Word 2013 you can open up the PDF and it will auto-convert into the word document.

Have more questions? Submit a request

Comments

Powered by Zendesk