I am just sorting out my process and I am up to the preparing the package stage.
I have a very unsophisticated admin person and I am trying to make things as easy as possible for her ( and ultimately me!).
Once I am done my review I create two PDF’s one client copy to for them to take away and one for the required signatures that I need to keep. My admin prints those out and prepares the package.
Is there any way for a print set to show ‘FILE COPY’ or similar on ALL the documents within a print set that print out? I can do it nicely on a the tax documents, but what about the letters and the invoice – even the 2 year summary doesn’t include this.
Once you print them out you can’t tell which is which copy.
So what I would like to be able to include is on the engagement letter and invoice that I am retaining a stamp somewhere that either picks up the label from the print job or similar so it’s is distinguishable from the one I am giving to the client.