Prosystems Document
Direct Edit Method (Recommended)
You can check out and open a file at the same time by double-clicking the file. When you close the file, Document pro...
Thu, Jul 6, 2023 10:49 AM
Check Out a File
1. Click on the file you want to check out and right click, hit check out.
2. Click ok
3. click yes
Fri, Sep 9, 2016 5:16 PM
How to set Document Check in Behavior
1. Go to Document Dashboard (RDS Desktop or Start>All Programs>Prosystems fx Suite>Dashboard
...
Tue, Jul 18, 2023 10:22 AM
What folders store local program information for CCH Axcess
Many times, application specific data may need to be refreshed. This is different than tax ret...
Sat, Apr 15, 2017 1:33 PM
Symptoms:
· Fiddler traffic
stalls at cdn.prosystemfx.com
· Document server update progress meter stalls
indefinitely at 2 bars
Cause: Sonicwall G...
Mon, May 15, 2017 9:53 AM
If Document is freezing or having other issues, follow the steps below to do a quick "reinstall" of the application.
1. Have the user close ...
Wed, Sep 13, 2017 9:48 AM
Printing from Tax to Document - Class is a required field
When in tax and trying to print a return to Document (Print window below)
You get the f...
Wed, Sep 13, 2017 4:03 PM
1. Close all open Excel sheets and then open a blank Excel sheet
2. Go to File>Options>Add-Ins>Choose COM Add-Ins then Go
3. Locate the ...
Wed, Feb 28, 2018 9:21 AM
**THIS IS FOR INTERNAL USE ONLY**
1. Right-click on the file that you want to send and go to Send To > Email > As a hyperlink.. (you can select ...
Tue, Mar 27, 2018 12:13 PM
1. open Document Dashboard
2. Go to Home>Plug-ins> hit install (if it says uninstall then no need to do anything)
Fri, Dec 28, 2018 11:47 AM