These client views settings let you allow clients to create PDFs from the reports available on the client portal. For more information, see Allow Clients to Generate PDF Reports.

• To prevent clients from generating PDFs from the client portal, set Select a template to <No PDF Template>.
• To let clients generate a PDF using a particular template, choose the appropriate template from Select a template. Use Filter by to help narrow down the number of available templates.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals