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After putting together a packet of maps in the Dossier Studio, it may be valuable to save the progress of it in order to come back to it and modify or add to it in the future.

This tutorial will go over:

  • How to save a packet of maps as a Dossier file
  • Two ways to reopen a saved map packet in the future.


    • Save a Packet of Maps and/or Forms as a "Dossier" 

    After adding at least one map or form to the Dossier Studio (See: Add a Map, Form or Report to the Dossier Studio), click on File then click Save Dossier as...

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    Name this group of maps and then click Save.

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    The Dossier will save to the Client and Crop Year if selected. If no client is selected, then the dossier will be available for any client that is selected or even if there is no client selected.


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    Change which client the dossier is saving to by clicking on the client name and selecting a different client. See Below

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    Open a Saved Dossier

    There are two ways to open a saved Dossier within Surety Pro.

    One way is to open the Form Manager

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    Change the tab to Dossier Manager

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    Select the client that the Dossier is saved to

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    Click the name of the Dossier that you want to reopen

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    This is also where you can Delete a Dossier record by clicking on the trashcan icon next to the record.

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    The other method of opening a Dossier is within the Dossier Studio itself.

    Open the Dossier Studio (File > Dossier Studio)

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    Select the client (if not already selected) that the Dossier is saved under by clicking on the client name in the Dossier Studio

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    Go to File > Open Dossier

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    Click the record to open.

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    The name of the Dossier will display above the table of contents.

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    Save Dossier record under a different client and/or crop year.

    You are able to change where the Dossier packet record is filed under by first opening the Dossier record as outlined in the above steps.

    Once it is open in the Dossier Studio, click on the the current client to select a new one.

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    backspace out of the current client and /or cropyear to select a new or different one.

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    After the new client is selected go to File > Save Dossier to overwrite the previous Dossier or File > Save Dossier As... to save a copy and retain the Dossier in the original client record. (Note: you must give a new name to the Dossier in this instance.)

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    Related Pages:

      

      Name Size
    - SaveOpen 01.png 22.11 KB
    - SaveOpen 02.png 10.71 KB
    - SaveOpen 03.png 14.79 KB
    - SaveOpen 04.png 10.23 KB
    - SaveOpen 05.png 16.05 KB
    - SaveOpen 06.png 7.06 KB
    - SaveOpen 07.png 12.62 KB
    - SaveOpen 08.png 12.08 KB
    - SaveOpen 09.png 11.98 KB
    - SaveOpen 10.png 19.03 KB
    - SaveOpen 11.png 20.98 KB
    - SaveOpen 12.png 5.51 KB
    - SaveOpen 13.png 9.94 KB
    - SaveOpen 14.png 11.26 KB
    - SaveOpen 15.png 40.74 KB

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