Storage

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Overview

You can choose to save a copy of the bundle to a folder (either on the local machine or on the network) when it is generated.  The default settings in the Storage section are populated from the Contents tab of the Bundle details window for the corresponding Template:

Storage - Default Populated.png

This bundle is saved in this Location when you click on the Create PDF button and generate the pdf file.

Saving a Bundle to a Folder Where No Default Settings

Where there are no default seetings on the the Contents tab of the Bundle details window the Storage section looks as follows:

Storage - No Default Populated.png

Tick the Save file on creation check box:

Storage - No Location Tooltip.png

An error icon appears next to the ellipsis button.  It is not possible to save and close this window until this error is cleared.  If you try to save the data on the window the following message box appears:

Storage - No Location Message Box.png

Click on the ellipsis button to open the Browse for Folder window:

Browse for Folder.png

Select the folder and click on OK to populate the Location.

Storage - Location Populated.png

If when you save the data on this window the Location is not valid then a message box is displayed:

Location selected is not valid.png

When you click on the OK button the message box closes and focus remains on the Tax Return Bundle window.

Changing the Location Where Bundle is Stored

Click on the ellipsis button to open the Browse for Folder window:

Browse for Folder.png

Select the new folder and click on OK to populate the Location.

Storage - Default Populated.png

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