How to Export a Document or Report to PDF, Rich Text (Word), etc...

Modified on: 2017-07-17 16:00:05 -0400

All documents and reports can be exported to PDF, Rich Text (Word), Excel and other formats that are available on your computer.

  • Print/reprint the document/report so that it comes up as a print preview for you. 

  • Once the document can be seen on screen, choose the Envelopebutton at the top left of the document. 
  • Then choose Export.

  • Browse your computer to where you wish to save the document. 
  • Enter a File Name
  • The system will automatically choose to save as Adobe Acrobat (PDF), but you can use the drop down to choose from other possible export options in the Save as type field.
  • Then choose Save.

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