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Exporting documents as PDF files

As an alternative to Lockdown, the Batch PDF export feature in Working Papers allows you to copy all documents in the client file at a point in time into one or more PDF files.

To export the documents as a PDF file:

  1. From the Engagement tab, in the Data group, click Export | Batch PDF.

  2. Next to PDF Documents, select either Properties or New to define the PDF document.

  3. Click OK.

  4. Select and drag the documents you want to include into the PDF document or click Add.

  5. Click Save to save the export settings as an Export Set for later use, if applicable.

  6. Click Export to create the PDF document(s).

  7. In the Choose Directory dialog, type the folder for the export file and click OK.