The order of documents can be easily changed in the Document Production screen. Saved Document Orders can be used across multiple companies. 

Step 1: Simply drag and drop the documents in the desired order.

Step 2: Once reordered, click to save your new order

Step 3: Input a name for your new document order

Users can create as many document orders as needed.

Step 4: When using the document production screen, users can now select a document order from their document order filter.

The Saved Document Orders will apply to the set of documents it has been created for. If you have another company preparing the same set of documents, you will see your saved document order under the document order filter.

How to edit a Saved Document Order

Simply drag and drop the documents in the desired order.

Once reordered, click to save your new order

Enter the same name of an existing document order and select Save

CAS 360 will now overwrite the existing saved Document order with the newly saved Document Order.