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Snapsave Excel files - Available in Snapdone v2020.05.05

First, start in Excel. The "Active" or "Current" Workbook will be used. Next, go back to Word.

In Word's Snapdone ribbon bar, Click Save Excel Items

Type or choose the CLIENT, Press {ENTER}

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

Type or choose the CLIENT, Press {ENTER}

Type or choose a MATTER, Press {ENTER}

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

Type or choose the CLIENT, Press {ENTER}

In this Example, we selected Appeal

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

Simply
Snapsave Word Documents
Snapsave Outlook Items

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