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Updating Customized Checklists/letters (if applicable)
If it hasn’t been done, set the customization column switch to the On position. This will provide you with a column to set the date your firm customized a particular Jazzit checklist.
 
Open both the Resource Centre and the Update directory documents. This will allow you to copy any custom changes from the old Resource Centre module to the new Update directory module before updating. Doing this will not only bring in your own custom content but also any additional changes and/or features that Jazzit has added to the module.
 
 
Double-click on the Resource Centre version date to open the existing module in CaseView
Double-click on the Update Directory version date to open the newly downloaded module in CaseView
 
 
 
Update your Customization date/info to today’s date by double clicking on the date field under the Customization Date / Info column.