T-Town-CPA
Level 4
04-21-2021
06:44 PM
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I would like to save my client presentations in a format that enables me to send digitally to my clients. Either in Excel or in a .pdf format. I can not determine how to do this. Is it possible? Would you please direct me to where I can understand how? Thank you in advance.
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Level 15
04-21-2021
06:44 PM
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If you print to PDF the presentation gets included, doesnt it?
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T-Town-CPA
Level 4
04-21-2021
06:56 PM
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You are correct. I missed the client presentation in the Print Selected Forms option in the print center. Moving the return to .pdf creates the presentation. Thank you!