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Utilities
The Utilities menu has options for setting default information
that will be used for all cases, for importing data from Excel and
DivorcePlanner, and for importing and exporting data to and from
Assets+ files.
The Excel import feature is one of the most useful utilities,
allowing you to give clients a spreadsheet that they fill out
themselves using Microsoft Excel (version 97 or later), freeing you
from most data entry
work. |