Saving documents as in what the client brings you that you use to prepare the return?

I just use a scanner, as I enter the docs into the program, I double check my entries with a red checkmark on the doc,  then it gets loaded into my scanner. 

When Ive entered everyting and finalized the return, I hit the button and scan the whole stack into 1 PDF for the client, give it  a name like  JonesMike2020 and save it to a ClientDocs folder on my harddrive.

ProSeries doesnt have a way to save them within the program itself.

OR do you mean the actual client tax file?   You can print that to PDF (you should see that option in your print window) and it will store it in the ProPDF folder on your C drive.