MAIN MENU

Printable Tutorial Open User Guide Tutorial Instructions Go To Online Tutorial

TUTORIALS

Create a Transaction Add / Remove Forms Filling Out a Form Deleting Look-ups / Auto-Format Override Open / Sort Saving Printing Templates Cut, Copy, Paste Change Text Case Emailing Documents Clause Manager Dialog View Strike-Out Spell Check Mortgage Calculator Sticky Notes Applying Templates Save to PDF Checking for Updates Importing / Exporting with ZipFormDesktop Electronic Signatures

<< Back

ZipFormDesktop – Saving as a PDF

Next >>

Saving as a PDF To save a ZipFormDesktop transaction as a PDF file, choose Export to PDF from the file menu. ZipFormDesktop will ask you to select which forms you want to export to PDF, choose the location where you want the file saved and to name the file. If you’re not sure where to save the file, keep it in the defaulted My Documents file. It can always be moved later. You may want to save your transactions as a PDF and put it on a CD for your clients when you are all done with the deal. This is an alternative way to send your documents in an email as well. Open your email program and attach the saved PDF to your email.