To convert a Word document to PDF:

1. Navigate to the Documents page or the Documents tab for a matter or contact, to display a list of documents.
   1. Under Filter, select or enter document tags to limit the list of documents displayed.
2. For the document you want to convert to PDF, from the Actions menu, select Convert to PDF.
   1. The Convert Document to PDF dialogue is displayed and has two options available:
   2. By default the Save to Matter checkbox is checked.  On click of Submit the document will be saved to the matter
   3. By checking the Download checkbox, the document will be downloaded to your downloads folder.
3. Click Save.