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Auto Archive to Document Tracking

From Prime 16 Online User's Manual
Revision as of 16:36, 25 August 2017 by Kempscas (talk | contribs) (Created page with "Version 16.4.02 (August 30, 2017) now has the ability to automatically archive a case's form into the case's document tracking. Only those forms set to use the new ribbon men...")
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Version 16.4.02 (August 30, 2017) now has the ability to automatically archive a case's form into the case's document tracking. Only those forms set to use the new ribbon menu and that use a data filter that includes the case number can use this feature.

Create a new letter or other document from within a client record. When it is in preview mode, a new ribbon menu should appear giving you the option to archive.

Press the Archive button to copy a PDF of the letter into the case's document tracking system. Once copied, the system will tell you archiving is complete. Open the case's document tracking system to review the letter. It should appear in the Document Tracking system's "Printed Letters" folder. It will have the name of the form itself, together with the date it was added. You may change the name of the file to give a better description of its contents.

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