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
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