How do I convert my policy to a PDF?

There are a couple of different methods of converting documents to PDF files.  They each will give you a different PDF document result.

One method is "Print to PDF".  In this method, a PDF is created by going to the FILE> PRINT option, and choosing PDF as your “printer”.  It makes an electronic print rather than a hard copy print.  This is the method we often recommend, because it gives you more control over what the final document will look like, including the header/footer information, margins, etc.  It generally looks more professional.  The downside to this method is that the resulting document will act as if it is printed on paper, and the links within the documents will be underlined text rather than functioning links.  The links in the table of contents will not function when using this method.

Another method is “Convert To PDF”.  This is usually an icon found at the top of your browser window.

This converts the webpage you are on (in this case the published manual) to a PDF, and all of the links (including the TOC) function correctly as links.  The downside of this method is that the resulting PDF often has a header/footer that you cannot control, you will get no page breaks between policies, and all images (including the PRINT image at the top of the page) will show on the document.

There may also be additional PDF converters or writers that apply different properties as well.  The two above are the most common.

If you have any additional questions or need further assistance, please contact the support team at policysupport@cusolutionsgroup.com