PDF Creation

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 Important 

PDF creation is only possibly in TOM if you are running the program under FileMaker Pro - which is normally NOT the case in the single-user version (Agency/Freelancer).

In the single-user version of TOM (e.g. in the trial version) you have to use a third-party print-to-pdf solution. The benefit of TOM's own PDF creation is that file names and paths are generated fully automatically.

 

Setting the path to the default pdf folders

Whenever you create a pdf document from an invoice, offer etc. TOM tries to store it in a specific folder for TOM documents.

You can define this path in User Settings / Forms.
A valid folder path is a necessary requirement for using this function.
In a network environment make sure the path you enter can be accessed by all workstations in the network.