How to Include Sorted Lite Documents while Importing Clients into SMSF Sorted Pro?

Introduction

Below are a few of the frequently asked questions related to Including Sorted Lite Documents while Importing Clients into SMSF Sorted. Please refer to the following content for your reference and better understanding.

1. Can I prepare my workpapers and tag documents in SMSF Sorted Lite and import everything into SMSF Sorted Pro?
1. Yes, this is possible if you have activated SMSF Sorted Lite. All your SMSF Sorted Lite Documents will be automatically imported while you Import Lead Schedule. Click here to know more about How to Import Lead Schedule.
   

1. Whereas, while re-importing, you will have an option to choose if you want to or not want to include the SMSF Sorted Lite Documents. Click here to know more about How to Re-import Lead Schedule.
   

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