SO10226 - Status Drawer
Description:
The Status Drawer stores a list of client files by status.

  1. To access the Status Drawer, click the File menu and select Status Drawer (figure 1).

  2. (figure 1)

  3. Select the system for which you would like to view the status (figure 2).

  4. (figure 2)

  5. Select the Preparation Status you want to view clients for (figure 3).

  6. (figure 3)

  7. The screen to the right will then list the clients that were assigned the status that is highlighted (figure 4).

  8. (figure 4)

  9. To preview or print the selected status report, click the appropriate button at the bottom of the window (figure 5).

  10. (figure 5)