How do I PDF and save a fact find?


There are going to be occasions when you need to view, retrieve or PDF an existing fact find and either print this fact find off or print a blank fact find. To locate an existing fact find, navigate from the front page of CCD to Fact find, locate the relevant client then click on Fact find from the left hand side.

You will find yourself in the following layout
If you wish to view, print or PDF this fact find, select the bottom tab entitled Print Options.
To PDF the fact find, click on the Create financial planning fact find in PDF format button. By default, CCD is configured to save the PDF document locally on your computer in C:\link\My PDFs unless configured otherwise. To check where you system is set to save PDF documents created in this fashion, navigate from the front manager screen to Setup > Technical