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Allow Clients to Generate PDF Reports From Template

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