Settings
Options: AutoSize Window & Print PDFs
Summary: Use AutoSize to remember your window layout and Print PDFs to route output directly to your default PDF viewer. Quick answer Turn on **AutoSize Window** to preserve screen layout on next launch; enable **Print PDFs** to print to the Windows ...
Cloud Logins: What They Are and When to Use Them
Summary: Understand the Cloud Logins screen and where it fits in authentication for connected services. Quick answer Use Cloud Logins to view/manage cloud‑side credentials referenced by connected modules; most day‑to‑day users don’t need to change ...
Order Email Lists & Attorney Email Lists
Summary: Build order‑level email lists and attorney email lists; control visibility, defaults, and usage in status/invoice/proof emails. Quick answer Maintain attorney email lists; on orders, move recipients from the left source list to the order ...
PDF Type Titles & Dispatch Attachments (Defaults and Flags)
Summary: Define document types, set a default, and mark types to auto‑attach when dispatching a job. Quick answer Use PDF Type Titles to add/rename types, set the default (asterisk shows), and toggle **Dispatch Attachment** so items auto‑attach in ...
Menu Security: User Groups and Access Levels
Summary: Create security groups and assign Windows domain usernames to control access across WinServe Plus. Quick answer Use Menu Security to define groups (e.g., Order Entry, Proof, Billing) and assign Windows usernames. To enable a feature, select ...