Define PDF Files Saving Options

PDF files are saved by default in a PDF folder created at the time Taxprep for Trusts is installed. You can change this default location or choose to save the PDF files in the same folder as the client files. To define the PDF files location, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Print, select PDF files.
3. Under PDF files location, specify the folder where you want to save the PDF files.
   To save the PDF files in a specific folder, click Specify a folder, and select a folder.
   To save the PDF files in the folder where the client files are saved, click Same folder as client file.

4. Click OK.

When generating a PDF file, Taxprep for Trusts prompts for a file name and default location that you can change. Thus, when the Save As dialog box is displayed, you can save the PDF file under another name to a location other than the one defined. If you want the PDF files that you generate to be saved in the defined location and with file names defined by Taxprep for Trusts, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Print, select PDF Files.
3. Under Saving and protection options, clear the Prompt for PDF file name check box.
4. Click OK.

In the event that the generated PDF files are saved based on the default settings and Taxprep for Trusts detects that a PDF with the same file name already exists, the file is automatically overwritten by the new PDF file. If you prefer to have an incremental suffix added to the PDF file name, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Print, select PDF Files.
3. Under Saving and protection options, clear the Overwrite existing files check box.
4. Click OK.

As the PDF files may contain confidential data, we recommend that you protect those files by adding passwords. In order for Taxprep for Trusts to add a password when a PDF file is generated, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Print, select PDF Files.
3. In the Security box:
   To ensure the generated PDF files are not protected with a password, select the No password check box.
   To automatically use the trust's account number as the password, select the Use the account number as password check box.
   To choose a password each time a PDF file is generated, select the Request password check box.

4. Click OK.