How do I export forms from an engagement in CCH Axcess™ Knowledge Coach?
- Article Type:
- How To
- Last Modified:
- 12/18/2019
Objectives
To be able to export forms from an engagement to PDF in CCH Axcess Knowledge Coach.
Environment
- CCH Axcess
- CCH Axcess Knowledge Coach
Procedure
This video shows how to export forms from an engagements to PDF in CCH Axcess™ Knowledge Coach.
You can choose to export a single form or all the forms in an engagement to a PDF. You can then add the exported PDF to your CCH® ProSystem fx® Engagement engagement or other workpaper manager tool.
To export a single form, do the following:
To export all the forms for the engagement, do the following:
You can choose to export a single form or all the forms in an engagement to a PDF. You can then add the exported PDF to your CCH® ProSystem fx® Engagement engagement or other workpaper manager tool.
To export a single form, do the following:
- On the All Engagements page, click the engagement to open it.
- Click the name of the form you want to export to open.
- Use the menu options in your browser to print the page to a PDF.
- Note: Specific steps vary by browser. See the Help files for your browser for instructions.
To export all the forms for the engagement, do the following:
- On the All Engagements page, click the engagement to open it.
- Click
above the list.
- Select the print options in your browser's print window.
- Note: By default, the name of the PDF with be "Knowledge Coach _
.pdf." You can change the file name if needed.
- Note: By default, the name of the PDF with be "Knowledge Coach _
- Click Save.
Additional Information
N/A
Solution Id | 000106491/How-do-I-export-forms-from-an-engagement-in-CCH-Axcess-Knowledge-Coach |
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