How can I my firm name and firm logo to print on my Financial Plan reports?
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: CLOUD: 1. Log in. 2. Click Settings > Configuration > Set Report Options. 3. Scroll down and click “Upload your logo,” as shown below. […]
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. .
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 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 […]
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 does Family Law Software work with Smokeball?
To start a new Family Law Software file from within Smokeball, open the Smokeball matter and click the Family Law Software icon at the top of the matter menu bar. That creates a Family Law Software file. The file is going to be saved in the default Smokeball location for these files — which is […]
How can I send information from Family Law Software to another professional who does not have the program?
There are two approaches: 1. Send the file, and have the attorney download a trial version of the software, which is free. 2. Print what you need to a PDF and send the PDF. .
How can I e-mail a PDF generated by the desktop software?
In the desktop software, click the PDF button at the top of the screen. The PDF will be saved in your default folder. Now, you can manually send the PDF as an attachment to an email. The default folder is where you will find it, to attach it.
How can I send files to other professionals who have Family Law Software?
In the Cloud software In the Desktop software If a firewall prevents you from sending the file this way, you may manually email the file. You can see the folder where the file is located by looking at Files & Settings tab. Go to your email program, address an email to the professional, and navigate […]
How can I send a client file to Tech Support?
In the Cloud, do the following: In the desktop software, do the following: If a firewall prevents you from sending the file to us this way, you may manually email us the file. You can see the folder where the file is located by looking at Files & Settings > Open/Save/Send, at the top of […]