This article applies to:

Save an engagement as a PDF

Follow these steps to save an engagement as a PDF.

note

Before saving an engagement as a PDF, make sure to check in all workpapers so that they are included in the PDF.

In Engagement Manager, open the engagement you want to save and select Administration
, then Send To PDF
.

Mark the checkboxes for the options you want to use when you create the PDF, then select Next
.

Mark the checkboxes for the security options you want to use and set up passwords, then select Next
.

Select the options to save the PDF to your computer, save it to GoFileRoom, or both.

Select Done
to create and save the PDF.