Saving Fund Statements to Fund Folders in PDF Format

After you have merged your fund statements follow these steps.

1. Go to the View tab in Word
2. Click the Macros button
3. Select SaveFundStatementsFundIDPdf2007

This macro uses the internal capabilities of Microsoft Office to save your documents as PDFs, thus disallowing editing of statements that have been placed into fund folders.

If you do not have this macro, see the following:

How do I Install FIMS Macros into Word? 

See also the following:

How do I save Gift Acknowledgements, Fund Statements, and Grantee Correspondence to Profile or Fund Folders?