You can easily export your documents to PDF at any point
From "Client Files" view:
- Navigate to Client Files section.
- Select the client file you wish to export. You can export all documents in that file by choosing Select All
- Select Export. Your document should download immediately and will save to your device.
From Document view:
- When you have a document open, Export icon will appear on the top right bar.
- Your Document should download immediately and will save to your device.