Table of Contents

Client Folder

The Client Folder is displayed on the upper right half of the main screen and displays the files for the selected client.

Expanding and sorting client files


Files are grouped by module. To see the list of saved files for a module, click the expander arrow.


The files may be sorted alphabetically or by date. To change the sorting method:

  1. Right-click in the Client Folder area.
  2. Choose a sorting method.

Viewing saved files

Method 1

  1. Double-click the parent node of a type of module.
  2. In the LOAD dialog, click a saved file name (or <New File>) then click OK.

Method 2

  1. Click the expander arrow next to the parent node of a module type.
  2. Double-click on one of the saved files.

Deleting a file

  1. Select the desired file.
  2. Click Delete File.

Deleting multiple files

  1. Select the files to be deleted. See Selecting multiple records.
  2. Click Delete File.
  3. Click OK.

How did we do?

Adding or editing a client

Displaying additional client information in the Client List