This feature enables you to create a quick email/telephone note etc print and save it to a particular client file without having to exit out of a document you may already be in.
On the HOME tab click the Quick Step Icon.
Enter the Client Barcode or use the binoculars to find the client you wish to save the document to. Select the Progress File you want the document saved to.
Double click the template you require and answer the questions accordingly. In this example I have used a Quick Telephone Note.
You have the opportunity of changing the name of the document should you wish.
Time posting screen then appears for you to time record the step you have taken.
Once this step has been done the document will automatically print and save to the file/matter allowing you to continue with your existing document you were working on.
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