Can you Archive a Drawer?

Daniel's Avatar

Daniel

12 Jun, 2017 08:51 PM

Can you change the program so an entire user drawer can be exported including the .SFZ file contents?

  1. Support Staff 1 Posted by Chelsea on 12 Jun, 2017 09:00 PM

    Chelsea's Avatar

    Daniel,

    Drawers are unable to be exported in their entirety because user drawers are user-specific components.

    Depending on how fast your system is and how many claims are in this drawer, you may archive the multiple claims at once into a single .SFZ file and then either save as a back up or transfer this file to another user. If you'd like to do multiple claims at once, simple highlight all of the claims you wish to archive by holding down either CRTL or SHIFT and then archive the claim(s) like normal.

    Simsol's recommendation is to archive no more than 25 claims at one time due to some computer's limitations with processing speeds during unarchiving.

    Please let me know if you need further assistance with this.

    Regards,
    Chelsea Balderson
    Director of Support


    IT IS YOUR RESPONSIBILITY TO RESEARCH THE ACCURACY, COMPLETENESS, AND USEFULNESS OF ALL OPINIONS, SERVICES, AND OTHER INFORMATION FOUND ON THESE SITES. SIMSOL ASSUMES NO RESPONSIBILITY OR LIABILITY FOR ANY CONSEQUENCE RESULTING DIRECTLY OR INDIRECTLY FOR ANY ACTION OR INACTION YOU TAKE BASED ON OR MADE IN RELIANCE ON THE INFORMATION, SERVICES, OR MATERIAL ON ANY OF SIMSOL WEBSITES OR RESOURCES.

  2. 2 Posted by Daniel 1st Rate... on 12 Jun, 2017 09:05 PM

    Daniel 1st Rate Claims's Avatar

    Thank you. I'll try that.
    One other thing... How do you import a logo to the top of the invoice form?

    Thanks,
    Daniel

  3. Support Staff 3 Posted by Chelsea on 12 Jun, 2017 09:26 PM

    Chelsea's Avatar

    No problem, Daniel.

    As for the Company Logo, you'll want to first make sure you're system preferences are set to apply a logo to your estimates. You can do this by going to Maintain -> Preferences -> System Preferences. In here you'll see a 'System Header Logo' section and a 'Select Logo' button. Find and select the logo you'd like to appear (this logo must be in Bitmap/.bmp format and be relatively small).

    Once it has been selected, hit 'done' and return to the claim you wish to print. When printing, drag over the invoice and select the print option 'Include Company Logo'.

    I hope this helps,
    Chelsea Balderson
    Director of Support


    IT IS YOUR RESPONSIBILITY TO RESEARCH THE ACCURACY, COMPLETENESS, AND USEFULNESS OF ALL OPINIONS, SERVICES, AND OTHER INFORMATION FOUND ON THESE SITES. SIMSOL ASSUMES NO RESPONSIBILITY OR LIABILITY FOR ANY CONSEQUENCE RESULTING DIRECTLY OR INDIRECTLY FOR ANY ACTION OR INACTION YOU TAKE BASED ON OR MADE IN RELIANCE ON THE INFORMATION, SERVICES, OR MATERIAL ON ANY OF SIMSOL WEBSITES OR RESOURCES.

  4. 4 Posted by Daniel 1st Rate... on 13 Jun, 2017 12:52 PM

    Daniel 1st Rate Claims's Avatar

    Thank you

  5. Chelsea closed this discussion on 13 Jun, 2017 02:09 PM.

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