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Sharing Preview Settings and Letterheads within the Firm (Desktop)
What it is: The ability for a Manager to upload firm-wide preview settings and letterheads to the cloud so that all Desktop users in the firm can load and apply them.
What it's for
Firms want consistency across all client files — the same letterhead, footer fonts, page number positions, and layout settings. Rather than each user configuring these manually, a Manager can save the approved settings once and push them to the cloud for everyone to load. Clerks can load but not overwrite the firm settings.
How to do it
Upload firm settings (Manager only)
- Preview the Annual Financial Statements and navigate to Share Settings.
- Log in with the Manager Password when prompted.
- Select Yes to save Firm Preview Options and Firm Letterheads to the cloud.
Load firm settings (any user)
- In the Share Settings screen, select Load from Cloud.
- Choose which settings to load:
- All Preview Options — global firm settings plus any client-specific settings.
- Global Options Only — firm preview settings only.
- Client Options — client-specific settings only.
- Select Load.
Note: Clerks only see the Load from Cloud option; they cannot upload settings.