Adding client IDs to organizer pages

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To add the client ID to the pages of the printed client organizer, choose Setup > Office Configuration > Print Options and mark the Client ID checkbox in the Other than client documents row. To add the client ID to the pages of the printed organizer questionnaire, mark the Client ID checkbox in the Client documents row.

Note: These items do not appear in the print preview or PDF copies, but are added when the organizer is printed.

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