How to Save an Invoice from Citrix to Windows for Customer Proof of Changes

How can you save an invoice from Citrix to Windows?

Do you need to ensure Track Changes is off before saving the document?

What tool can you use to review changes in the document?

Answers:

1. To save an invoice from Citrix to Windows, you need to locate the document and save it to your Windows computer.

2. Yes, you should toggle Track Changes off to ensure the changes made are not saved as edits.

3. You can use the Reviewing Pane tool to review changes made in the document.

When saving an invoice from Citrix to Windows, it is important to follow these steps:

  1. Locate the invoice document in the Citrix application and verify all changes are included.
  2. Make sure to turn off Track Changes in the tools ribbon to prevent saving edits.
  3. Use the Reviewing Pane tool in the tools ribbon to review and track changes.
  4. If you need to review specific changes, simply click on the revision in the panel.
  5. Save the document to your desired location on your Windows computer by selecting 'File', 'Save As', and specifying the location.

By following these steps, you will be able to save the invoice from Citrix to Windows and send it to your customer as proof of changes made.

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