When saving a report in HandiTax you have 2 options, if you currently have a Document Manager license.
To save to Document Manager:
When viewing the report or worksheet select Save
In the Save Report box you have the option to change the Report Name if required, tick - Save to Document Manager, if you tick the 'Import' option it will prompt you to file away the .HSR file into a specific year folder for that client once you open Document Manager, OK, Close
Open Document Manager and the Document found in Watch Directory window will open and give you the option to save it to a folder. You also have the option to change the document description if required, Save
To save the report to HandiTax
When viewing the report or worksheet select Save
In the Save Report box you have the option to change the Report Name if required, untick - Save to Document Manager, Ok, Close
On the top menu select Reports, Saved Reports
In the Saved Reports box, all the reports that have been saved will be listed, click on View to open
If a report is no longer required, you have the option to Delete the report from the list