Bulk selection to print the investment name and amounts in the K-3 summary

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

In order to print the K-3 summary with the investment information, we must select "partnership information" for each part and section, and each entity (Instance).

The same is valid for the other items, like “line” and “description”.

1. I would like to have an option to select it for all parts and sections at once. And/or

2. To have the option to save it as a default configuration for all entities (Instance) under the user account.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

The users will not need to check manually in each part and section.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Users that will use the K-3 summary to review or as a workpaper

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

A bulk selection of partner information will save a lot of time.