Use the Preparer Options dialog to add a new preparer to Planner CS and to set options for specific preparers. Note that you can override a preparer's preferences for an open plan using the New Plan or Plan Information dialogs.
To open this dialog, choose Tools > Setup Preparers.
Note: This command is only available when a plan is not open.
Special information
Entering or modifying preparer information and preferences
Fields & buttons
Preparer List group box
Print defaults group box
Plan Defaults group box
View group box
Navigation group box
Enter key moves between fields
Client Letters group box
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