| Article Objective: To assist users in navigating the Active Platform to export a binder. Context: You can easily export completed binders and all associated supporting documentation into a PDF zip file with a few easy steps. Please refer to the Glossary for definitions of key terms used in this article. |
Exporting a binder
In the Workpaper binder index, click on Settings & Tools and a drop-down menu will appear.
Select Export Binder.
A default pop-up screen will appear, as below.
Specify the parameters to suit the information you would like to export.
If you would like to export all supporting documents in the binder, other than the Excel worksheets, select the checkbox to Include supporting documents.
If you would like to also export the Excel worksheets in the binder, select the checkbox to Include Excel worksheets in PDF.
Note: You would only select the checkbox to Save export to FYI if your firm has integrated FYI Docs with Active and you wanted to export the binder directly to FYI.
Click Export.
Once the export has processed, select Download.
