Document Manager: Saving HandiSoft reports to the client's folder

Saving HandiSoft reports into Document Manager

Document Manager allows you to save reports from your HandiSoft programs into your client's folder in Document Manager

Saving a HandiSoft report into the client's Document Manager folder

1. Preview a report in any of the HandiSoft programs that you want to save in the clients Document Manager folder.
2. From the File menu, click Save.
3. In the "Save report" window, give the report a name.
4. Select Save to Document Manager and the Folder you want it to go to and click OK.

Note: HandiLedger and HandiRegister will have the additional field for Report Type. 

Program and version

Document Manager, all versions