How to Save a Transaction as a PDF File

Step 1:

With the transaction open that you with to save as a PDF, click on the SAVE AS A PDF button.

Step 2:

Choose whether you wish to save the forms as Separate Files or a Single File. If you choose Separate Files you will get a PDF file for each form selected within the transaction. Single file puts all of the forms you choose into 1 single file. You may also choose whether or not to include sticky notes if applicable.

Step 3:

Select the forms you wish to save as PDF. Uncheck any forms you do not wish to save as a PDF. Click on the Export button to start saving the selected forms as a PDF.

How-To Video:

You can also watch a video demonstration by clicking on the Play button below:

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