After creating and entering the data for a new plan for Jen & Sam Answorthy, here is how to print or preview it in PDF:
1. Click Print Plan on the Main Menu screen.
2. Click Print on the Print Plan screen.
1. Click Export Plan to PDF Files on the Print or Export Financial Plan screen.
2. Click OK.
1. Click OK to save the plan to the default location. You don’t need to change this location.
1. The program will “whirr” away for about a minute as it generates a PDF copy of the plan. Once it’s done, click OK .
1. Click Close on the Print or Export Financial Plan screen.
1. Click Preview PDF on the Print Plan screen.
1. Double click on the name of the folder for the client plan you just created.
1. Click on the PDF file name.
2. Click Open to view the PDF copy of the plan.