Client Documents report. Sage 2015

Below you will find brief information for Document Manager 2015. The Document Manager 2015 is a tool that helps you to organize and manage documents in a secure and efficient way. You can easily store, retrieve, and share documents, and you can even track document changes over time. The software also includes features that help you to protect your documents from unauthorized access.

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Chapter 7. Generating reports Document Manager 2015

 To select or deselect all the author names, click the

3. Complete the other fields in the "Author Report" window.

or button.

4. Click OK to generate the report.

The Document Manager will display the report in the "Report Preview" window.

5. Click Print if you want to print the report.

Client Documents report

The Client Documents report provides information on documents attached to specified clients and prospective clients.

Generating a Client Documents report

1. From the Reports menu, click Client Documents. The "Client Report" window will open.

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Figure 72: The "Client Report" window

2. Select the clients with attached documents to be included in the report by moving them from the Available to the Selected list. Moving them in the opposite direction (from Selected to

Available) excludes their documents from the report.

 To select or deselect a single client reference, highlight it and click the button.

 To select or deselect all the client references, click the or button.

3. Complete the other fields in the "Client Report" window.

4. Click OK to generate the report.

The Document Manager will display the report in the "Report Preview" window.

5. Click Print if you want to print the report.

© HandiSoft Software Pty Ltd

Document Manager 2015 Client Documents report

Generating a Prospective Client Documents report

1. From the Reports menu, click Prospective Client Documents. The "Prospective Client

Report" window will open.

Figure 73: The "Prospective Client Report" window

2. Select the prospective clients with attached documents to be included in the report by moving them from the Available to the Selected list. Moving them in the opposite direction

(from Selected to Available) excludes their documents from the report.

 To select or deselect a single prospective client reference, highlight it and click the

or button.

 To select or deselect all the prospective client references, click the button.

3. Complete the other fields in the "Prospective Client Report" window.

4. Click OK to generate the report.

The Document Manager will display the report in the "Report Preview" window.

5. Click Print if you want to print the report.

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Key features

Store and organize documents
Retrieve and share documents
Track document changes
Protect documents from unauthorized access
Easy to use interface
Powerful search and filtering capabilities

Frequently asked questions

Document Manager 2015 is a software program that helps you to organize and manage documents in a secure and efficient way. It provides a centralized location for storing, retrieving, and sharing documents.

You can access the Document Manager 2015 Software by installing it on your computer. Alternatively, HandiSoft can host the software for you and you can access it through a web browser.

You can store a wide variety of file types in Document Manager 2015, including documents, spreadsheets, presentations, images, and more.

Yes, you do. Each accounting practice must purchase a separate licence for the software even if you are sharing a common computer system.