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Creating Electronic Copies of Reports

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Reports can be exported to a number of file formats using the Export button in the Print Preview window. Exported files can be emailed to individuals who do not have CostLink/AE, saved as archive copies of estimates, published on websites, or edited.

Some of the more popular export options include:

  • Acrobat Format (PDF) - can be opened and viewed in Acrobat Reader which can be downloaded for free from Adobe Acrobat's website www.adobe.com. PDF files can be minimally edited in the full version of Adobe Acrobat which is available for purchase at the same website.

  • Excel (XLS) - can be opened and edited in Microsoft Excel. Formulas do not export, just text and dollars.

  • Rich Text (Exact) Format - can be opened and edited in any word processor except WordPerfect 5.1.

  • Word for Windows Format - can be opened and edited in Microsoft Word.

NOTE:

  • If someone wants you to email an electronic copy of the estimate and they have CostLink/AE, you can use the File > Save to Compressed feature to create a zipped file that you can attach to an email. They can then open the estimate in AE, make edits, and send it back.

  • If you own the full version of Adobe Acrobat, you can choose Acrobat as your printer in the Print Setup dialog box (available on the File menu). Print to the Acrobat printer to generate pdf files instead of using the Export button in the Preview window.

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