Making FileMaker Pro Your Ofﬁce Companion
3. After saving, you can automatically open the ﬁle in Excel, and/or create an email
with the ﬁle as an attachment, or both. Just select the appropriate options at the
bottom of the Save As dialog box.
4. Excellent! Your FileMaker Pro data is now saved as an Excel ﬁle and presented in
the familiar rows and columns format that Excel users appreciate.
Exercise 4: Save data as a PDF file.
Securely share FileMaker data with people outside your FileMaker workgroup—even
people who don’t have FileMaker—by creating, printing, and emailing Adobe® PDF ﬁles.
1. Choose “Save/Send Records As” from the File menu and choose PDF to create a
PDF ﬁle from all the records being browsed, the current record, or a blank form.
Share FileMaker data through PDF ﬁles
2. Click the Options button to access all PDF options available from within the actual Acrobat
application: Document, Security, and Initial View. By selecting options on the Security
panel, for example, you can control the right to open, print, or modify the document.