Save Letters as PDF

To save a letter in PDF format, select a letter and click Select. Make your selection of the options available in the usual way. See Previewing Letters for more information on the options available.

If you wish to preview the letter(s) before saving, click Preview. You should then close the report window, and click Save As PDF. The Save As PDF window will then be displayed, defaulting to the location configured in PDF Settings and the default filename. You may amend the save location and filename as required.

Click Save to save the letter(s). If you have produced letters for more than one client, all letters will be saved within one PDF file, in the same way that the letters are saved within one Word document.

When you open the saved PDF version of the letter(s), Adobe Reader will open to display the document. If you do not have Adobe Reader installed, you can find the installation on the Sage Taxation installation CD in the Support > Acroread folder.

You can also download the latest version of Adobe Reader from www.adobe.co.uk/products/acrobat/readstep2.html