Managing PDF Documents

If a document is added to a client’s documents, or saved to the Client record as a PDF, it can be viewed within Bp Allied. Opening this document will open the embedded PDF viewer.

In Clients > select the relevant Client.

Go to Documents/Phone Calls Tab.

Click to open the document.

The Open file in Bp Allied prompt will display.

Click Yes to open in the Bp Allied PDF Viewer.

The PDF file will display in the Viewer.

Viewer Functions

Button	Action
	Open – allows a PDF to be opened from the computer directly into the PDF viewer. Please note that this will overwrite the currently open document.
	Print – allows selection of an installed printer to print the document.
	Save – overwrites the saved document. Save As – allows the saving of the document outside of Bp Allied.
	Save to Client Record If the PDF is already saved against a Client, this allows the saving/overwriting of the document against the selected client record. If the PDF is not attached to a client record, e.g. has arrived via Secure Messaging Incoming Messages, then this allows the selection of a Client and save to the Client record.
	Previous – Moves to the previous page. It is greyed out if there is none. Next – Moves to the next page.
	Find – find a word or phrase in the document.
	Page Number – page displayed of the total number of pages.
	Zoom Out – make the document smaller. Zoom In – make the document larger. Zoom – select the zoom percentage.