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Document Manager - Display the clients name and reference in Document Manager

Updated over 3 weeks ago

Modify the folder display settings

Important: Ensure you have a working backup before making system changes.

  1. Log in to Document Manager (F10) from any HandiSoft program.

  2. Go to Options, General.

  3. Under the 'Display drawer as' section, you can tick the Reference - Name check box or other preferred option

  4. Press Ok.

  5. Confirm you have a backup before clicking YES to confirm the changes.

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