The You can use the Create PDF option can be used to produce a PDF file which contains the reports, workpapers and linked documents from the workpaper period for the client. The PDF report can be printed for review or saved to your own system as a record.

Associated reports, workpapers and linked documents of the workpaper period are grouped under the relevant headings in the Create PDF window. By default all are selected.

The Linked Documents section includes a list of all unique external files (and the directory path) and Document Manager files that have been linked to the actual workpaper or to the period. The following document types are supported when creating a PDF report:

• Adobe Acrobat (.pdf) up to 100 MB

• Microsoft Excel (.xls or .xlsx, .xlsx, .xlsb, .xltx, .xltm, .xlsm or .csv, including files with macros) up to 40 MB

• Microsoft Outlook (.msg)

• Microsoft Word (.doc or .docx) up to 40 MB

You can select unsupported file types in the Create PDF process, to include a complete list of documents in your reports.

Attempting to link documents that exceed the size limits may result in poor system performance.

If a Microsoft Excel file is included, the print area must be previously defined within the document. If no print area is set then the Excel file is used as it is. All sheets within a workbook will be included as part of the whole document.

The Create PDF option will include any documents that you linked to workpaper templates without using the Document link table in MYOB's standard templates. The linked documents are included in the PDF generated, or in the list of exclusions. A document is only added once to the Linked Document list if:

• The same document has been linked to multiple workpapers.

• Different bookmarked sections of the same document have been linked to multiple workpapers or to the one workpaper.

• The same document is referenced with different workpaper names.

• The same document is located in only one location.

If the same document is stored in different locations and referenced from each of these locations, then two documents will be displayed in the Linked Document list.

If a document link is broken (i.e., by renaming the document or moving it to a different location), the document is included in the Linked Document list but an error message will be displayed. You must re-link the document.

If any documents aren't converted when using the Create PDF process, you can see a list of unconverted documents in the Documents not converted to PDF report.

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title How to To import the PDF report into Document Manager
Go to the client’s Client Accounting > Trial Balance (Workpapers) tab and click a period in the Select Period section. On the Tasks bar, click Open Period. The table for the workpapers period appears. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.Click Create PDF on the Tasks bar. The Create PDF window opens. In the bottom left corner of the window, select one of the following: Default printing order prints reports in one section, and documents and workpapers (with attached documents, if present) in another section, in the order they were added to the workpaper. UI Text Box type note If a document is attached more than once, it will only be printed for the first account code it is attached to. Print linked documents separately prints the PDF with reports, workpapers, and linked documents in separate sections. On the Tasks bar, click Create PDF. The Create PDF window appears. By default, all Reports, Workpapers and Linked Documents are selected. UI Text Box type note Attempting to attach several very large files may result in slow system performance on older workstations. Deselect the checkboxes of the reports, workpapers and linked documents that will not be included you don't want to include in the PDF report. Click Click Share It. The The Create Document Document wizard  opens. UI Text Box type note The Share It button is only available if Document Manager is installed. If Document Manager is not installed, then the Share It... button is disabled. On the Details tab review and edit the information as required appears. Review the information on the Details tab and edit as needed: The contact associated with the workpapers period is automatically selected. The title defaults to the Workpapers File and includes the client name and workpaper period dates. The title can be edited as required. The default username of is the currently logged-in staff member. Click the ellipse button to To change the author, click the ellipsis button. The The Status drop  drop-down list defaults to a status of Complete. The type of document being imported into Document Manager. The Document Type drop-down The Document Type defaults to a PDF document type. The To choose a different format, click the Document Type drop-down list. The Date Created drop  drop-down defaults to the system date. Click the To select a new date, click the Date Created drop-down to select a new date from a calendar list. The The Outbound option  option is used if the document is being sent from the accountant and the the Inbound option  option is used if used if it has been received. Click Click Next. The Profiling tab is opened The Profiling tab appears. On Review the information on the Profiling tab review  tab and edit the information as required needed: Select a a Filing Cabinet Cabinet in which to store the new document. If the selected Filing Cabinet has assignments, select an assignment from the drop-down list. If the selected Filing Cabinet does not have assignments the Assignment field will be , the Assignment field is inactive. Click Image Removed to select Category fields To select Category fields for the PDF report, click the plus icon (Image Added). Enter the the Value for  for each category. Click Click Finish. The The Create Document wizard  wizard is closed and the PDF report is imported into Document Manager. See the Document Manager Help for more information on importing files.