Based on FilePro Version 16.1 - Copyright 2013-2016
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Setup of InfoTrack

 
As part of the integration process we will assign a document folder and document type for all search results.
Financial information is also setup, this will determine how the financial information of your search will be stored in the file.
To make changes to these settings, you will need to go to System Control on your menu.
 
 
 
Click on the File Default tab.
 
 
 
 
Disbursement Settings
 
 
 
 
Note 1: We strongly recommend using Creditor invoices for your disbursements to accurately record GST.
 
Document Settings
 
 
Note 2:  You can add a new document folder for these searches. 
Note 3:  You can add a new document type for these searches.
 
 
 
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