Can you please advise how to change the file size of the final PDF of Financial Statements in order to reduce this for sending via email?
Since Simple Fund 360 is a cloud application, any Report Packs you produce will be saved in the Documents screen from which your clients can access if you invite them to view Simple Fund 360. See Invite Users for more information.
Alternatively, once a PDF has been saved locally on your computer, you can compress the file size prior to sending the reports.
- Right-click on the saved PDF.
- Select 'Send to' from the drop down list.
- Select 'Zipped folder'.
- The PDF will appear in a zip file at a reduced size.