TECH TIPS: PDF ARCHIVE PATH SETUP
Did you know you can change where your PDF files go when you archive them?
By default your archived PDFs go to your folder but for some users this can be inconvenient. That is why you can change where your PDF files are stored, and it is very easy to change! Simply go to your Defaults and Settings and click line [17] PDF Archive Path. This will open a Windows Explorer prompt for you to choose which folder you would like to save to. One common location to save is a folder on your desktop for the current year. This is a convenient place to access those PDF files for sending to clients which is becoming more common than ever.
Don’t forget to password protect those files! You can find out more about this by viewing our video tutorial about emailing a client on our website.
