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Exporting documents to your system

The main feature of PDF Manager is its ability to save PDF documents to your practice management system. This functionality lets you store all PDF documents for each of your clients in unique locations.

Only applications you have integrated with PDF Manager will appear in the Save With window. See Configuring PDF Manager for details.

PDF Manager integrates with MYOB practice management systems.

 

To change the integration
  1. Click Options > Save With Settings on the main menu. When you select your MYOB application from the list, the settings are pre-filled using the Save With Settings in the Options window.

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