Opening a Saved Client File

The Razor operates using a flat file system and not a database. This allows you to open client files from any location connected to your computer, whether you are using your hard drive, flash drive or server. The Razor however, is unable to function as a server install and must be installed on your computer’s “C” drive. There are two ways to open an existing client file; by selecting ‘Open’ from the Ribbon or by clicking ‘Open an Existing Planning Analysis’ from the About screen. Once selected, the software will prompt you to save the existing client file. If this is not necessary or you have just loaded the software, click ‘No’. If you choose to open the client file by selecting ‘Open’ from the Ribbon, the software will automatically take you to the Chart screen (Financial Planning Analysis). If you choose to open the client file by clicking ‘Open an Existing Planning Analysis’ from the About screen, the software will automatically take you to the Data Entry Wizard.

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