Save an engagement as a PDF

Follow these steps to save an engagement as a PDF.
  1. In Engagement Manager, open the engagement you want to save and select
    Administration
    , then
    Send To PDF
    .
  2. Mark the checkboxes for the options you want to use when you create the PDF, then select
    Next
    .
  3. Mark the checkboxes for the security options you want to use and set up passwords, then select
    Next
    .
  4. Select the options to save the PDF to your computer, save it to GoFileRoom, or both.
  5. Select
    Done
    to create and save the PDF.

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