Document Actions
10.
Saving PDFs to the DMS
Up one level
The OpenEngagement Go-Between allows users to save PDF versions of a client file or portions of a client file to the DMS. As with saving the client files themselves, it is possible to save to existing Engagements (so long as the engagement does not already contain a CaseWare client file), and it is possible, if the user has sufficient permissions, to create a new Engagement within a Section.
To save a PDF, the client file must be open in Working Papers. Select the documents to be included in the Document Manager. Control-A may be used to select all documents. Then right-click on the selection and select Sent To in the menu. Then select OpenEngagement. This will bring up the Save to OpenEngagement dialog. The dialog work the same as when saving client files. Specify the desired location and, optionally, the title to be used and select Save.