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Saving a Document File

Suite can save a HotDocs document(s) to the Notes/History/Charts tab of the selected entity.

To Save a Document File:

  1. On the Document Assembly Wizard screen, select a prepared document.
  2. Click the þÿ Save button.
  3. Enter the appropriate information in the fields.
  4. Select the Exclude from Reports checkbox to keep this document from appearing in reports generated in Secretariat.
  5. Click the þÿ Save button.
    Once a file has been saved in this manner, open the file in subsequent sessions of Secretariat from the Notes/History tab of the appropriate module.
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