The order of documents can be easily changed in the Document Production screen. Saved Document Orders can be used across multiple companies.
Step 1: Simply drag and drop the documents in the desired order.
Step 2: Once reordered, click to save your new order
Step 3: Input a name for your new document order
Users can create as many document orders as needed.
Step 4: When using the document production screen, users can now select a document order from their document order filter.
How to edit a Saved Document Order
Simply drag and drop the documents in the desired order.
Once reordered, click to save your new order
Enter the same name of an existing document order and select Save
CAS 360 will now overwrite the existing saved Document order with the newly saved Document Order.