Rename the document, using the following convention:
Last Name, First Name and Case Number of child (Do not use slashes (/), dashes (-) or dots (.) in the name.)
In the "Save as Type" field, select "All Files".
For the "Save In", select your Home directory folder. This folder has been automatically created on the H drive and is named with your HSEN ID. DO NOT store any document with client information, including a filled in Template, on your C drive or any removable storage media, such as a floppy disk or recordable CD.
Click Save, and then select Open from the dialogue box, if you want to work on it right away. You can also just save it and go back to work on it later.
