Saving Documents as PDF
Creating a Portable Document Format (PDF) file enables you to keep a soft copy of a document in the Document Manager, or saved to another location. In addition to Working Papers and CaseView documents, the following type of files that can be converted to a PDF file: *.doc, *.docx, *.docm, *.xls, *.xlsx, *.xlsb, and *.xlsm.
The Save as PDF dialog allows you to save the new file to the Document Manager or to select a location for the created file by browsing to the appropriate folder. Files created to a folder, and not the Document Manager are not part of the client file but can be added to the client file by dragging it onto the Document Manager.
See Creating Documents and File Folders for more information on adding documents to a client file.
Notes
- You cannot drag files to the Document Manager if you are running Working Papers as administrator.
