Print Memo

Use the steps below to print a memo immediately.

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select the entity type.
  3. Select the desired client or file in the list.
  4. Click the Memo List button.
  5. Click the memo to be printed in the Memo List.

    Note:
    If necessary, click the Pending, History, or Titled tabs to switch to the appropriate list.
  6. Click Options and select Print.

    Select the desired settings on the Print Memos screen.
  7. Click Print.
  8. Click Yes if the memo printed correctly. Click No to try printing the memo again.

Reprint a Memo

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select the entity type.
  3. Select the desired client or file in the list.
  4. Click the Memo List button.
  5. Click the History tab.
  6. Select the memo from the Memo List.
  7. Click Options and select Print.
  8. On the Sending History Memo screen, select None, Second, Third, or Fourth request.
  9. Click Print.
  10. Click Yes if the memo printed correctly. Click No to try printing the memo again.