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General Preferences

 
 
Once you have accessed the program and registered it, you must now establish the initial preferences for data locations and the like.
 
Click on the File Menu and select General Preferences.
 
 
Standard PDF files section
Each new client has a number of standard PDF files created to house scanned documents, notes, and letters sent. These are determined as your needs require.
 
 
 
Note Taking Settings
You may add notes to any PDF file you are viewing, this may be simple notes or can be items like client interviews and the like.
 
 
 
Standard Customer Letters
You have the ability to send standard letters to your clients, and these setting allow you to confgure the letter to your requirements.
 
 
Custom Letters
You have the ability to send customised standard letters to your clients, and these are additional setting allow you to confgure the letter to your requirements.
 
 
 
Scanning and Copying
Scanning documents and copying pages to client files is one of the major functions of the program. You can scan, for instance, the daily inward mail, and then allocate the relevant pages to the respective clients files.
 
 
 
Theme
You can change the look and feel of the program by selecting a theme - Not currently operational
 
 
Other Items
 
 
 
 
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