Name - name of the selected document.  You can change the Name of a document. However, changing the Document Name will change the name of all files stored within the Document Detail.

Description - detailed description of selected document

Document Link

Reference Type - ties a document to a Household Reference so that the correct document (reference form) printed for the Household Reference.

Copies - enter the default number of copies of the document to be printed when selected in a task.

Print for All Members of Household - a copy of the document will print for each member of a household.

All Adult - a copy of the document will print for each adult member of a household.

Duplex - document will print duplex is that functionality is available on your printer.

Track for Return - With this selected, verification form in this Master Document should be tracked.

Allow Maintenance - document can be previewed before printing.  Previewing a document opens it in Microsoft Word, which allows you to modify it and print it from there.

Staple - documents printed will be stapled if that functionality is available on your printer.

Track Print - when the document has been printed for a household, a note will be added to the Household Detail > Notes tab for the household(s) it was printed for.  These notes will have the Note Type of "Document Printed".

Charge Types - For documents that use the Data Sources: Data for Bills or Data for Late Notices merge fields, you may select up to 5 receivable/charge types to include on the documents.