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This article applies to:

  • Product: SMART Practice Aids

Generate a Report of Firm Library Disclosure Notes

You can generate a report containing the disclosure notes for a specific Firm Library using the Firm Library application.
  1. Open the Firm Library application from your desktop:
  2. Select Generation from the left-hand pane navigation drop-down menu.
  3. The center pane will display the Firm Library contents by topic. Indicate which topics you want to include in the report by expanding the categories and selecting the check boxes.
  4. Click the
    Create Practice Aids
     button at the bottom of the window.
  5. Enter a location to save the generated documents on the
    Create Practice Aids
     pop-up window and click
    OK
    . The document generation process will begin, and a progress meter will display how much of the generation process has completed.