Set up the print options in the financial statements

The Print () button converts the document to a PDF format so you can print or save the file.

To set up print options:

  1. Go to the Document Map, then select Settings () | Document Print Settings.

    You can only access this option for the content that you add in the financial statements - not the predefined content. To learn more, see Add content areas in the financial statements.

    Note: For the predefined content in the document, you can only access the print settings if you are customizing the firm template. To access the firm template, you must have the Settings Admin role or similar. See Manage the firm template for more information.

  2. If you want to have different settings for notes, go to the Document Map and select Settings () | Notes Print Settings

    If you want to have different settings for an area, go to the desired area in the document and select More actions () | Edit Print Settings.

    If you want to have different settings for a specific page, go to the page break for that page and select More actions () | Print Settings.

  3. Specify the preferred settings for Letterhead, Page Size and Margins.

    Note that letterheads in financial statements are not affected by page margins and are not displayed inline with the text. You must manually adjust the page margins to ensure the document content does not overlap with the letterhead.

    To determine the appropriate size for the page margins in inches, divide the pixel size of your letterhead by 96. For example, if your letterhead is 100px tall, you can divide 100 by 96 to determine the size of your top margin. In this case, the margin should be at least 1.04 inches to ensure the letterhead does not overlap with your document content.

    If your letterhead is only displayed on the first page of your document, you can add a page break to set different margins for the other pages.

  4. Select Apply watermark to apply a watermark in the document.

    You can enter the watermark content in the associated text field.

  5. Select Landscape to change the page orientation.

    The default is Portrait.

  6. Clear the Count in page numbering check box if you want page numbering to start after the Table of Contents page.

  7. In the Notes Print Settings, select Hide sub-level headings with only one note if you want to automatically hide sub-level headings for notes when there are no subsequent notes in the group.

    For example, if note 1 includes a subnote 1.a and there is no 1.b, 1.c notes, etc., then the note heading of subnote 1.a does not display in the PDF output. Only the content of that note displays.