When using the Create Client Report feature, why were some of the documents not created?
There are three possible reasons: • The tag in the template file does not match the document being created. Check the spelling of the tags in question. A list of tags is provided in the Help. • The document package does not contain a copy of the document being created. Create the document, and then drag it onto the document package. • The document is not applicable to the current client file. For example, a document that reports only on the co-client does not apply to client files that do not have a co-client.
