PDF History and Saved Print Documents

PDF History stores finalized printed versions of documents in the database.

Saving a document to PDF History creates a permanent copy of the exact version that was printed. This let's you keep a reference copy for auditing or review without creating a separate file outside the system.

How It Works

When you print or email a document, you can choose Save to PDF History to archive a copy in the system.

Use the PDF History button, , on the toolbar to view saved PDFs for the current document.

If no PDFs have been saved, the button appears gray.

From the same record, users can open saved PDFs or send them again by email.

Data Management

Each saved PDF increases the size of the PDF History table in the database. Regular database maintenance is recommended to help manage storage.

For more information, see:

• Save to PDF History
• PDF History Table Maintenance
• Purge PDF History