Publish via PDF is a supercharged tool that will allow you to convert any of your records (if a template exists for the App) to PDF files. With the appropriate setup, it can be used to generate beautiful Invoices or Quotes.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
Prerequisites: The team administrator should have created and uploaded the template for the App where the Publish vía PDF should be available. For more information, please visit the following tutorial:
Publish via PDF Template
To download the PDF, go to the desired App and select one of the records. There you will see a 'paper sheet' icon located in the top right corner of the information box of your record. Once you click on it, the PDF will be processed and the download will start shortly after.
Note: If the icon is grayed out, it means that the Publish via PDF option is not available for that app. Contact your team's administrator for more information.