Folder Print Packages Setup

To access the Folder Print Packages Setup screen go to Setup>Documents> Folder Print Packages.

 

 

Creating a New Print Package

*To create a new Print Package, Click the New icon on the bottom button bar.

*Name the Print Package at the top of the screen.

*Next, select the document to add under the "Available Reports/Documents" list and use the over arrow to move it into the "Selected for Print Package" list.

 

 

If you would like to use this Package for Final Paper work, (meaning that when you mark the Folder as Delivered, these documents will print) the select the "Use This Package For Final Paperwork" box.

 

 

Click Save.

 

Editing a Print Package

Select the Print Package from the list and click the Edit button at the bottom of the screen.

 

 

To add a document, select the document under the "Available Reports/Documents" list and use the top over (>) arrow to move it into the "Selected for Print Package" list.

 

 

To remove a document, select the document under the right "Selected for Print Package" list and use the bottom back (<) arrow to move it back into the left "Available Reports/Documents" list.

 

 

To reorder documents in the print package, use the up down arrows on the right. 

 

 

When finished, click Save at the bottom.  

 

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