Saving as PDF

In the case where you choose to add a document from the master template that already exists within the current file, the current file copy will be replaced and any customizations may not be retained. Prior to replacing such documents, it is recommended that you temporarily save the document as a PDF file within the client file so they can be manually compared. Once reviewed, the PDF version of the documents can be removed from your current file.

To save as PDF:

1. From the Document Manager, right-click on the document and select Save as PDF File.

2. In the Save as PDF dialog, check the option to Add to client file and Document Manager and click OK.