Three ways to save a pdf file in RFMS – RFMS Core

When Print Previewing a report/document the user can select File > Save As PDF.
- The user will be able to enter a name for the document and select a location to save the document.
- Note, when using this method, legal size reports can be saved then printed on letter size paper. To do this open the saved PDF file, then when printing choose "Fit to Page." It is recommended to print in landscape mode as using "Fit to Page" will shrink the printed data to fit the width of the paper size.
When printing an Invoice or Acknowledgement in Order Entry a user can select the option for, "Save to PDF History"
- This option saves a copy of the pdf file in your RFMS database. This file can then be viewed by clicking the "View PDF History" icon (Yellow P) at the top of the window.
When printing an Invoice or Acknowledgement in Order Entry a user can select the option for, "Save Invoice CG######.pdf"
- Prior to Version 18 this option would automatically create a PDF file and save it in your RFMS program folder/drive.
- In Version 18 this changed and the program now automatically directs the file to be created and saved in the user's Documents\RFMS_PDF folder (when using a local connection).
  - Please note: When connecting to RFMS through a remote connection the location is determined by how your profile path is setup. For example, the path could be similar to c:\users\username\RFMS_PDF. If you are uncertain of the path setup, please check with your local IT Professional.