How do I print to PDF?

Printing to PDF

  1. Click the Print Forms button.
  2. Choose the payer.
  3. To choose specific recipients to save to PDF:
    1. Click on the Recipient List tab.
    2. Select the recipient(s) to be included. To select more than one recipient, press and hold the Ctrl key on the keyboard while selecting recipients.
  4. Choose the desired form type.
  5. Choose the desired copy of the form.
  6. Click the Preview button.
  7. In the top left corner, choose the Save PDF document floppy disk icon.
  8. Name the file and choose where to save the PDF.
  9. Click Save. 
  10. The PDF file will be saved to that location.
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