Help

Saving, importing, and exporting data
F
ILEMAKER PRO HELP 500
You can assign a password to the PDF file if it contains sensitive information. If you assign a
password, the file is encrypted and cannot be opened without the password. FileMaker
Pro can also
create a blank email message with the PDF file as an attachment to make it easy to distribute to
others.
To save PDF files, your access privileges must allow printing. See Editing other privileges.
To append records to an existing FileMaker Pro PDF file, you must create a script that uses the
Save Records as PDF script step and select the Append to existing PDF option. See
Save
Records As PDF.
Note Saving records as a PDF file is not supported in runtime solutions.
To save records as a PDF file:
1. Display the layout that you want to use as a basis for the PDF file.
See Switching between layouts.
2. In Browse or Layout mode, choose File menu > Save/Send Records As > PDF.
In Preview mode, click Save as PDF in the status toolbar.
3. In the Save Records As PDF dialog box, enter a name for the file, specify where to store the
file, what to save, whether to automatically open the file, and whether to create an email
with the PDF file as an attachment.
• You can save the current record, all the records in the current found set, or a blank
record that can be used as a paper form.
• If you select Blank record, the Appearance option is enabled to define how the fields
are formatted in the PDF file.
• If you select Create email with file as attachment, an email is created with the PDF
file attached, and you then specify the recipient.
• If you select Automatically open file, the file opens after it is created.
4. Click Options to set the PDF options:
• In the Document tab, enter descriptive information about the file, the version of Acrobat
for viewing the file, and page numbering.
• In the Security tab, assign passwords to the PDF file, as well as print and edit
privileges. If print and edit privileges are allowed, specify if copying and screen reading
software are permitted. See
PDF Options dialog box.
• In the Initial View tab, define how an opened PDF file will look.
5. Click OK.
6. Click Save.
Saving and sending records as a snapshot link
You can save a found set of records, called a snapshot link, to capture a found set as it was when
you performed the find request. The found set is saved in FileMaker Pro Snapshot Link format
(FMPSL) with the filename extension .fmpsl. You can also email an FMPSL file to another person.
The snapshot link includes the current found set of record IDs—including the layout, view, sort order,
mode, and toolbar visibility. Snapshot link files can include local or remote records.
Note A snapshot link does not preserve record data, and opening a snapshot link will not return
record data to the state it was in when the snapshot link was created. To preserve record data, you