Output Preferences

Created by Frank Ziegler, Modified on Tue, 30 Dec at 4:32 PM by Frank Ziegler

Tailor the Reformatter interface to match your team's specific workflow.

Export Buttons

You can toggle the visibility of the primary action buttons:

Show "Download Word": Determine if users can download the standard .docx file.
Show "Copy for WinBEAT": Determine if the WinBEAT copy button is visible.

Example: If your brokerage exclusively uses WinBEAT, you might hide the "Download Word" button to prevent staff from accidentally saving files to their Desktop instead of the system.