Restore default calculating strategy (from account settings)

Created: 2024-01-23
Last updated: 2024-01-23

The calculating strategy for created documents is taken from the account settings. However, there is an option to set a different calculating strategy for a specific document. If there is a need to edit the document and change the strategy, you don't have to manually change all the settings. In this post, you will learn how to restore the default calculating strategy with the help of a single checkbox.
 

Restore default calculating strategy (from account settings).

To restore the default calculating strategy:

1. Go to the editing mode of the document issued.
2. At the bottom of the form, find the section See more options or Hide additional options, if already expanded.
3. Click on the phrase Change calculating strategy

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​​​​​​4. To restore the default strategy, check the checkbox next to the Restore default calculating strategy (from account settings) option


5. To confirm the changes, click Save at the bottom of the page.
 
Saving changes with the restore default calculating strategy option active will cause the system to assign the strategy according to the account settings for the document.


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