Printing Name to Matter Links

To print matters linked to a name

1. In the Name window's Linked Matters tab, tag the matters you want to print. If you want to print all matters, you do not need to do anything.

2. Click  Print.

3. The Print Options window appears. Select whether you want to print all or only tagged matters.

4. The Report List: MATTERS window appears. Highlight Matters List and click Done.

5. The Output To window appears. Select the output type and click Done.

To print names linked to a matter

At the Matter window's Linked Names tab, click Actions. A menu appears.

Select:

• All fields > This Name only to print only the highlighted name.

• All fields > All (in query) to print all names in the query results.

• Reports > This Name only to generate a report for the highlighted name.

• Reports > All (in query) to generate a report for all the names in the query results.

• Envelope > This Name only to generate a report for the highlighted name.

• Envelope > All (in query) to generate a report for all the names in the query results.

• Send Email to send an email to the highlighted name.

• Label to print a label for the highlighted name.

• MailMerge to print a mail merge document for the highlighted name.

• Quick Forms to print a QuickForm for the names.