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How do I use the Auto-Fill function?

Last Updated: Apr 08, 2016 12:49PM EDT
The Auto-Fill function allows you to automatically enter your company information into the relevant fields of a document.
 
Version 5 or older
First, make sure that your information is accurate by accessing "Edit > Auto-Fill Information" from the Business-in-a-Box menu.

Then, open a document and click the "Auto-Fill Document" button that is located at the bottom left. Your information will then be placed into the appropriate fields of the open document.


Version 7
First, make sure that your information is accurate by accessing "SETTINGS > Auto-fill documents" from the Business-in-a-Box menu.

Then, set the "Auto-fill function status" to enabled. Save, and the next time you open a document, your information will be placed in the appropriate fields of the opened document.

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