Work & Archive Files
How do I archive documents to PDF files.
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Nancy Administrator Posts: 765
2/2/2010
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NancyAdministrator Posts: 765
Archiving a PDF copy of your document with PrintBoss is easily done by setting up an additional copy of your document which will ‘print’ as a PDF copy and be filed automatically anywhere on your system.
There is a Training Note on our webpage that give specific instructions. Please see the following link for details:
http://www.wellspringsoftware.com/Support/DynamicSupport/Files/Root/PrintBoss/How%20To/Forms/Archiving%20PDF%20Training%20Note.pdf
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email submissions Administrator Posts: 173
2/1/2010
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I would like to set up PB Enterprise so that it captures PDF copies of my invoices and saves them in a specific folder using customer ID? Where do I start?
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