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Using Save With for Profiles

Profiles allows you to record and access all the information relating to a particular client and the work attached to that client. It is a powerful tool that enables a practice to have client data close at hand.

To save with Profiles
  1. Select PDF Manager menuFile > Save With. The Save With window opens.

  2. Select Profiles from the Product drop-down. Your settings will automatically pre-fill, but you can edit them if necessary.

  3. Type a description.

  4. If you want to secure this PDF, enter a Password, then confirm that password by re-entering it.

  5. Click OK.




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