Draftworx Wiki

Appearance

Print Preview Settings (Cloud) ​

What it is: A panel of options in the AFS Preview that controls print output — watermarks, embedded PDFs, page numbers, headers/footers, and note numbering style.

What it's for ​

Before distributing the AFS, practitioners often need to add a "Draft" watermark, insert an externally signed auditor's report as a PDF, configure page numbers, or adjust how note numbers are displayed. All these settings are available from the Print Settings panel within the Preview.

How to do it ​

Adding a Watermark ​

  1. Open the AFS Preview and go to Print Settings → All.
  2. Toggle Watermark Enabled to on (blue). Adjust the watermark text and settings as needed.
  3. Click Apply. The watermark appears on all pages of the AFS.
  4. Toggle the setting off at any time to remove the watermark.

Attaching or Replacing a Sheet with a PDF ​

  1. Upload the PDF to the client engagement via the File Manager first.
  2. In Preview, go to Print Settings → All → scroll to Attach PDF files to sheets.
  3. Click the paper clip icon next to the sheet you want to replace.
  4. Select Replace this sheet with a file, then browse to the uploaded PDF and click Apply. The PDF replaces that sheet in the printed output.
  5. To attach an additional PDF before or after a sheet, select Attach file above or Attach file below instead, choose the file, and click Apply.
  6. To add the AFS footer (including page numbers) to the inserted PDF, click the paper clip icon on the attached file and select Show footer on attached file, then Apply.

Configuring Page Numbers ​

  1. In Preview, go to Print Settings → Headers & Footers → Page Numbers.
  2. Choose whether to place page numbers in the Header (top of page) or Footer (bottom of page).
  3. Select the Format (e.g. "1", "Page 1 of N").
  4. Choose the Position (left, centre, or right).
  5. Set Starting at if you want numbering to begin from a number other than 1.
  6. Click Apply.
  1. In Preview, go to Print Settings → Headers & Footers → Footer Line.
  2. Toggle Footer Line Enabled on (blue dot) or off (grey dot).
  3. Click Apply.

Hiding Tax Year Headers on Specific Pages ​

  1. In Preview, go to Print Settings → Notes → Note Headers → Show Headers.
  2. Select the page number(s) from which you want to hide the tax year column headers.
  3. Click OK, then Apply.

Configuring Note Numbers ​

  1. In Preview, go to Print Settings → Notes → Note Numbers.
  2. Set options such as:
    • Left Align Note Numbers: keeps note numbers aligned to the left of the description.
    • Omit Lone Sub-Note Number: hides the sub-note number when a note has only one sub-note.
    • Note Number Position: place numbers in the margin or prepend them to the note heading.
  3. Click Apply.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-print-preview-settings

Walkthrough ​