Changing the layout of the Legal & Admin/Members' Information page - with QuickVid

If you wish to amend the layout of the Legal and Admin/Members' Information document, you can cycle various layout options within the Wizard.

To access the Legal and Admin document, navigate to the General Information Wizard section, followed by the Trustees Report tab (Members Report tab for LLP engagements). From there, select Open under the Trustee Details.

Ensure L&A report is selected in the window that follows.

From here, select Layout and Cycle different layouts to change the layout of the Legal and Admin document.

This layout will then flow through to your accounts document. The layouts are as follows:

Layout 0:

Layout 1:

Layout 2:

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