Printing a List of Trust Check Requests

When you select to print trust check requests, you generate the Trust Check Request Listing report.

  1. Select Trust > Trust Check Requests. The Trust Check Requests window appears.

  2. Highlight the check request you want to print and click Print. The following window appears:

  3. Select matters or vendors for which you want to print check requests. If you want to print check requests for all matters and/or vendors, enter an asterisk (*).

  4. Under Sort Options, specify how you want the report sorted – by client matter or vendor.

  5. Click Print.