Folder Print Screen

Related Documents

Folder Print Packages Setup

Printing & Saving Documents

Select the Print button at the bottom of the Folder to print or save Folder Documents such as Invoice, Estimate, Folder Reports & Scanned Folder documents.

Select a document by checking the checkbox next to the document name.

To print, select the green checkmark button. If you have "Print Directly to Printer" selected, the documents will be sent to your default printer. If you do not, they will open in a document preview window on your screen. 

To save the documents to your computer, select the Save button. Browse to the Folder on your computer and click OK. 

Folder Reports

This is a list of system generated reports and documents.
 

Folder Documents

This is a list of all documents scanned and attached to the documents section of the Folder.
 

Print Package

If you select a Print Package on the top left, it will pre-select Folder Reports in that print package and automatically check "Print Directly to Printer". See Print Packages Setup

Export Package

Use the Export Package feature to save documents in a .ZIP file. You can use the Print Packages Setup to set up an Export Package. Documents will be auto-selected and you will be prompted to save the documents to your computer in a Zip file when you click Save at the bottom of the screen. . 

Print Directly to Printer

Check this box if you would like to send the reports directly to your default printer (it will auto-check if you select a print package).

If the box is unchecked, the report will open on screen for you to view and you will have to select the print button at the bottom of the preview window.