-- How Do I? --
Saving a Document as PDF
Procedure
-
Select a document.
Tip: Select multiple documents by pressing CTRL and clicking on the document. Selecting a folder converts all subfolders and documents in that folder to PDF.
- On the Document tab, in the Export group, click Save as | Save as PDF.
- Complete the fields of the dialog. >>Quick Reference
- Click OK to process the document(s).
Results
A PDF file is created.
Notes
- Unless Add to client file and Document Manager is selected, the PDF file is not added to the client file automatically. For more information, see Creating Documents and File Folders.
- Any document reference links in the automatic document are converted to hyperlinks in the PDF file.
