Export the PDF file

  1. Open the View Customer Document Logs screen.
  2. In the Company field, click to select one or more companies for which you want to view documents. If no companies are selected, all companies appear in the list.
  3. In the Customer field, click to select one or more customers for which you want to view documents. If no customers are selected, all customers appear in the list.
  4. Click Retrieve.
  5. In the Select column, select the checkbox for each document PDF file you want to export.
  6. Click Export.
  7. Click Export from the Selected Document Files area.
  8. Navigate to the folder where you want to save the file.
  9. Click OK.