Document Options Are Limited in HandiTax
If the Document Manager feature is enabled in Practice Manager Contact or HandiSoft, the options under the Document tab in the HandiTax toolbar will be limited.
Note: This only applies if your license includes access to Document Manager.
Expand the available document options
Close all HandiSoft programs, except for Practice Manager Contact or HandiSoft.
In Practice Manager Contact or HandiSoft, go to Options, Document.
Uncheck the box labeled Use Document Manager, then click OK.
Reopen HandiTax, then click Documents to view the full range of available options.