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Document Properties / New Document dialog
Show all expandable content
Use this dialog to enter the title of the document, to select header and footer options, and to specify the border for either new or existing documents. For client documents that were provided with the product, you can also use this dialog to restore the document to its original settings.
For new documents:
To open this dialog, select the New button in the [Document Type] dialog, or choose New from the Document menu in the Document Editing window. You can add up to five new federal transmittal letters, five new 1040 invoices, five new organizer questionnaires, five new client organizer cover letters, 99 new Data Mining client letters and 99 custom paragraphs per application.For existing documents:
To open this dialog, choose Properties from the Document menu in the Document Editing window or select the Properties button in the [Document Type] dialog.note
Some fields are disabled depending on the type of document you are adding or modifying.
Fields & buttons
Document name
- For new documents:Enter the document name.
- For existing documents:If desired, enter a new name for this document. Note that entering a new name doesnotcreate a new document - it simply renames the current document.
Header/Footer group box
Header (first page) options
To specify what you want to print in the header on the first page of this document, select the appropriate option.
- Select theFirm name and addressoption to print your firm name and address.
- Select theBlank lines for letterheadoption to leave blank lines at the top of the first page so that you can print this document on letterhead paper.
- Select theNoneoption to start printing this document at the top of the first page with no header.
note
To enter the text for a header or footer, select the header or footer in the [Document Type] dialog and then select the Open button.
Header (subsequent pages) options
To specify what you want to print in the header on all but the first page of this document, select the appropriate option.
- Select theFirm name onlyoption to include only the firm name on subsequent pages.
- Select theNoneoption to have no header on subsequent pages.
note
To enter the text for a header or footer, select the header or footer in the [Document Type] dialog and then choose the Open button.
Footer: Firm name and address (first page)
Mark this checkbox to print your firm name and address in the footer on the first page of this document.
note
To enter the text for a header or footer, select the header or footer in the [Document Type] dialog and then choose the Open button.
Footer: Firm name and address (subsequent pages)
Mark this checkbox to print your firm name and address in the footers on subsequent pages of this document.
note
To enter the text for a header or footer, select the header or footer in the [Document Type] dialog and then choose the Open button.
Other Fields & buttons
Border
If desired, choose a border from the drop-down list. A sample of the border you have selected is displayed below.
Restore Default button
Select this button to restore the document to that which was originally provided with your UltraTax CS application.
note
This button is not available in the New Documents dialog or in the Document Properties dialog for any documents that you created.
Include custom paragraph in document for all clients
Mark this checkbox to print the current custom paragraph for all clients.
note
This checkbox is available only if you opened the Document Properties dialog from the Custom Paragraphs tab of the [Document Type] dialog.
note
To enter the text for a header or footer, select the header or footer in the [Document Type] dialog and then choose the Open button.
This article applies to:
- PRODUCT: UltraTax CS,UltraTax CS