Saving an Open Client File

To save your client file, click ‘Save’ in the File menu of the Ribbon. This will automatically save the client file with the same name and in the same location. If you are saving a new client file the software will prompt you to select a name and location to save the file. To save an open file to a new location or with a new name, click the drop-down menu under the Save button and select ‘Save As’. The software will then prompt you to specify a new name and/or location for the client file.

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