You can easily export your documents to PDF at any point.
From the Client Files view:
- Navigate to the 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 the 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.