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Page Setup Overview

The Page Setup document enables you to standardize margins, letterheads, watermarks, and border requirements. The settings can be applied to the whole document if all pages require the same settings or to an individual section if the pages have different settings.

The Page Setup must be done prior to generating the financial statements. If changes are made to page setup properties after the release of the template, these changes cannot be replicated in existing client files unless the user deletes and regenerates the entire financial statements.

Users can modify the page settings in individual client files. This allows the financial statements to be modified to accommodate specific spacing requirements within an engagement.