Probate Plus knowledgebase
Find out more at: https://probate.software/

Saving your favourite report bundles

If you have created a bundle of reports which you would like to use again in the future, on that estate or any other, you can save and reopen it from the 'Reports...Choose the reports to print' screen. 

 


2. Use the green arrows to select the reports you'd like in the bundle. Move them up and down the order using the blue arrows.

3. Use the 'Save' icon in the middle of the screen, when your bundle is complete. Save it to a location on your network.

4. Next time you want to re-open that bundle for any estate, click on the 'Open File' icon on this screen.

Have more questions? Submit a request
Powered by Zendesk