Printing Graphs for Advisers

Printing Graphs for Advisers

1. Install a PDF printer onto your computer

*Recommended company www.docu-track.com: The $25 PDF Xchange Lite tool.

When printing graphs in RetirementView

• Select Printer
• On list of printers select PDF Xchange
• Select the option to “print” to the digital PDF format
• It will ask for the file name to churn it out to

 Then when looking at that PDF inside Acrobat Reader (which it should pop open into automatically)

• click the email icon at the top and email the doc to your client