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Work & Archive Files

How do I archive documents to PDF files. Messages in this topic - RSS

Nancy
Administrator
Posts: 732


2/2/2010
Nancy
Administrator
Posts: 732
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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Administrator
Posts: 173


2/1/2010
email submissions
Administrator
Posts: 173
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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