Products Affected:
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- ProSeries Client Checklist
After installing the ProSeries update that became available online on November 29, 2007, you are unable to send e-mails or save to PDF files in Client Checklist.
Workaround
Follow these steps to reactivate this feature:
- In HomeBase, select a client file to print as a PDF file.
- From the File menu, select Create PDF File.
- In the Print Selected Returns section, verify that the File (PDF) box is checked.
- Click Print to print to a PDF file. You should now be able to send e-mails or save to PDF files in Client Checklist. (Reminder, when you e-mail the client checklist a "Client Checklist has been E-Mailed to..." dialog box will display when the procedure has successfully completed.)
Note: These steps need to be done only one time to reactivate this feature after the update is installed.
This situation has been reported to our development team.