Open a Client

To open an existing client file, click the from the RazorPlan Home Page.

From here you can Open, Copy, Forward, view Details or Delete a client file.

Open

Select an available client file from the client file listed in the Search Client window. Once selected, click the button in the bottom right corner. The client file will open and you will be taken to the Personal Information step of Data Entry. From here you can review client data and calculate the results.

*A filter function has been included to assist in locating a specific client file. Click the button at the top of an available column. Here you can specify your search criteria and filter the displayed results.

Copy

The Copy function allows you to create a duplicate copy of a client file. Once a file is selected, click the button in the bottom left corner. A new file name will be created and a duplicate version of the original file will be available. Any changes to the new file not have an impact on the original file.

Forward

The Forward function allows you to send a duplicate copy of a client file to support. Once a file is selected, click the button. The Forward Client window will appear.

Select to send the file to support and click .

Details

The Details function will display information related to individual client files. Select a file to view and click . The Details window will display File Name, Plan Name, Relationship Owner, Date Created, Date Finalized, Share Information and Application Modules loaded.

Delete

To delete a client file, select the client file and click the button. Deleting a client file is final and cannot be undone.