There are occasions where Jazzit may not have the appropriate note for the presentation you desire. Although there are limitations, using Excel objects allows you to obtain the presentation you would like without having to design in CaseView.
Create your Excel object in a separate Excel file.
Insert a single column generic note (1A) via the Notes Menu. The Notes Menu is located above the first note in the Jazzit financial statement.
Add two or three extra input paragraphs by right-clicking on the Express menu.
Enter Enable Editing Mode by clicking on View > Enable Editing or by pressing F6.
Place the cursor on one of the blank input paragraph rows.
Click Insert > Object to open the Insert Object window.
Click on the Create from File radio button.
Click on the Browse button and find the Excel file you have created. Click Open.
Click on the OK button to continue.
If you need to make cosmetic changes, double-click on the object to edit in Excel. If you need to make numerical changes we recommend performing the changes in the external excel file and reinserting it into the note/financial statements.
Return to Form Mode and sort note as required.
If the note is wider than the page, the columns should be resized in Excel. Resizing the object in Enable Edit Mode will stretch the object which adversely affects the print quality. If the object flows past the bottom of the page, it will not continue on the next page, it will truncate the note. Resize the note in Excel or sort the note so it appears closer to the top of another page.
