Save a Record as PDF

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Save a Record as PDF

This tool allows you to view a record in PDF format and if you desire it save a copy of that record in PDF format. Most objects have this tool available so that nearly any record can be viewed as a PDF.

The Save PDF Button

This tool is access by selecting nearly any object in the system and if applicable selected the desired record from the list of records. If you desire to view this record as PDF, then the button to do so is located in the top right and bottom right of the record.


The Record in PDF Format

After the Save PDF is selected on a record, a PDF file of that record is loaded. This will allow you to save or print a copy of this record for whatever you desired to do with the copy.


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