Value items can now be printed directly from the Value Tab of a Case Folder.
NOTE: You must have at least Enabled permissions to Case > Value Tab to view Value items.
To print Value items:
Navigate to the desired Case and select the Value Tab.
Click the three dot menu and select the Print option.
NOTE: Value items can be printed from the List or Grouped views.
A Print window will display where you can choose the Destination (Printer or PDF), Pages, Layout, Color, Copies, and More settings (such as Paper Size, Margins, and Scale). These options display from your browser's print settings.
NOTE: It is recommended to set Margins to Custom with at least 0.5". Use the gridlines to adjust accordingly. This will ensure printed data remains intact for binding purposes.
The Print Preview displays the current view of the Value Tab items. Return to the Value Tab to adjust columns and sorting as needed.
Tip: To distinguish Value items from different Parties in the Case, click the kebab menu to insert the Party column.
When satisfied, click the Print or Save (for PDF) button.
The Value list will be printed to your selected printer when the Print button is clicked. If Save as PDF is selected and the Save button is clicked, a Save As window will display, where you choose the desired location to save the PDF.