How to set up Client Explorer or the Classic Database to manage files to print preconfigured Print Sets for multiple clients at the same time.
Print a Print Job from the Client Explorer:
In the main Client List window, click the "All" tab:
In the Client Explorer, click the "Filter" button:
In the "Filters" pane at the bottom, select the necessary filter options to narrow the results:
Select the checkbox of the client(s) that is to be printed. To select all of the currently-displayed files, right-click in the client list and choose "Select All":
When all the files to be printed have been selected, select the "Print File" option from the "Database" drop-down menu in the top toolbar:
ProFile automatically selects the correct forms to print for each file based on the "Print Job" and "Print Set" options that you configured in the Form Selection: window.
Print a Print Job from the Classic Database:
select the "Batch printing" option from the "Database" drop-down menu in the top toolbar:
Click the module tab for the type of files to be printed.
In the list of client files, click the checkboxes for the files that are to be printed:
There are several ways to filter the list to bring up only the wanted/needed returns:
To filter by name or SIN, select the field in the "Search" section and enter a string in the box:
Status can be filtered with checkboxes in the "Client", "TP1", and "SEND" tabs:
Other information can also be filtered, such as the "Preparer/Partner" name and whether the return was Pre-Assessed in the "Other" tab:
More advanced and personal queries can be created in the "Query" tab:
To select all of the displayed files, click "Select All":
Tip: To print all the files in the Classic Database, click "Show All" option and then "Select All":
After the files to be printed have been selected, click "Standard" option from the "Print Selection" section:
When the "Standard" option is chosen, ProFile automatically selects the correct forms to print for each file based on the "Print Job" and "Print Se"t options that have been configured in the Form Selection window.
Click the "Batch Print" option:
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