Print Memo
Use the steps below to print a memo immediately.
- At Home Base, click Clients & Files.
- From the dropdown menu above the list, select the entity type.
- Select the desired client or file in the list.
- Click the Memo List button.
- 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.
- Click Options and select Print.
Select the desired settings on the Print Memos screen.
- Click Print.
- Click Yes if the memo printed correctly. Click No to try printing the memo again.
Reprint a Memo
- At Home Base, click Clients & Files.
- From the dropdown menu above the list, select the entity type.
- Select the desired client or file in the list.
- Click the Memo List button.
- Click the History tab.
- Select the memo from the Memo List.
- Click Options and select Print.
- On the Sending History Memo screen, select None, Second, Third, or Fourth request.
- Click Print.
- Click Yes if the memo printed correctly. Click No to try printing the memo again.