How can I print only certain specified pages of an affidavit or financial statement?
Print the entire Worth Statement to a PDF, and then print the PDF. In the print dialog that pops up, you may specify specific pages, as shown below. (Your dialog may not look exactly like this.)
How can I change the name that appears in the footer when I print?
In the Cloud software, the name of the currently-licensed professional will print in the footer. In the Firm version, you may transfer a file to another member of the firm, then view that member’s files. Then that member’s name will print. To do this: In the desktop software, you can change the name if the […]
How can I change the information in the footer, such as time, date, parties’ names, file name, software version, and page numbers?
You may change the footer with the Report Options dialog. In the Cloud, click Settings > Configuration > Set Report Options. In the desktop software, click Files & Settings > Configuration > Set Report Options. You may make the footer have a larger font. You mal also add two lines of a custom footer, which […]
Why are my footnotes not printing?
Question: Why are my footnotes not printing? Answer: There can be a several reasons why the footnotes are not printing. 1. Asset footnotes will print only with assets. If the footnote is associated with a residence, business, insurance policy, vehicle, IRA/401(k), investment, or defined-benefit pension, then the footnote is considered an “asset” footnote and will […]
How can I show notes on a report when I print?
At the top and often the bottom of most reports, there is a link labeled “Click here to add a note.” At the end of the line for the note, there is another button. Click that button to enable you to expand the note. .
How can I my firm name and firm logo to print on my Financial Plan reports?
This capability is available in the Desktop software only. It is not available in the Cloud software. Your logo can appear on the report that prints when you select multiple reports to print at once. To get your logo to print on a financial report, do the following: WINDOWS: 1. Using Windows Paint, Adobe Photoshop, […]