George4Tacks
Level 15
01-13-2022
07:26 PM
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The pdf organizer has never had and does not currently have bookmarks. The pages past the letter and engagement letter are numbered. The questionnaire is page 1 in the upper right corner and the remaining pages are then sequential.
Print to pdf and save in DMS, but you could save all on your computer as they print as a filed named: ... organizer for CLIENT NUMBER (DATE PRINTED)
Here's wishing you many Happy Returns