To print all clients for a particular partner

1. While on the Document Manager, scroll down to find the Clients folder.

   Note: The Client Detail and Client Summary folders contain detail and summary Client List reports.
2. Open the folder and subfolders until you find the report that best displays the information you want.
3. Right-click and choose Properties.
4. Click the box labeled Client Partner or Manager and select the partner.
5. On the File menu, click Print to print the Client List.
   

Notes

• To build filter calculations easily, use the Equation Editor. Click to access it.