EPRSurrey
Level 2
‎January 18, 2024 04:45 PM

Default file path for Profile PDF Export?

We need to change the default file path for files printed by Profile PDF Export, different than where the Profile tax return is saved. Can this be changed anywhere in the Profile or printer settings?


For context: This change is required because Profile's new File Print Server does not produce an OCR (searchable) document when using our own PDF printing software. Therefore, we need to use Profile PDF Export for printing. I need the PDF to be saved to a specific default folder so that our software can then automatically "pull" the file into our document inbox. 

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Mario B
ProFile Team
ProFile Team
‎January 22, 2024 08:22 AM

Other Questions

You can not change this path, however you could archive the PDFs to a different directory by specifying the archive directori in the menu options environment PDF. Then instead of using print email pdf, you will be using File Print menu, and in the advanced window instead of using Print these sets, you will use Archive these sets.  we have instructions at this URL 

 

https://profile.intuit.ca/support/en-ca/help-article/other-articles/archive-pdf/L5skKjMsH_CA_en_CA?u...

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EPRSurrey
Level 2
‎February 01, 2024 11:56 AM

Other Questions

Thanks, Mario - I was able to integrate this into our default settings. The archive route is even better because it produces separate PDF's when multiple print sets are selected. Along with the custom PDF naming convention in the Environment->PDF menu, this will save us tons of time this year. Appreciated!

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