PDF’s Made Easy in Tabs3 & PracticeMaster

Did you know that selecting “DropBox” in the print dialog automatically creates a PDF file that is immediately ready to email?

Try it!

Find something to print (I’m using the Recap of Hours Report)

Click on “DropBox” from the print dialog box

Click on OK

When the DropBox appears, click once on the listed item

Then click on the envelope icon on the toolbar to open Outlook – the document will be attached

NOTE:  If the DropBox does not appear or if it goes away, look for the icon in your system tray

NOTE:  You can rename the file by right-clicking (ie. John Berk Statement No. 12345.pdf)

Watch the video

2016 August - DropBox

 

 

 

 

 

 

 

 

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