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

The viewer buttons offer the following 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 to
	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 then 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. 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