Open or create a new document
Tap the Action button
Select any of the following options:
To open the PDF in another compatible app installed on your iPad, tap Open PDF In... and then select the app.
To send the PDF to the iTunes shared folder select Send PDF to Shared Folder and use iTunes to transfer the file to your computer.
To send the PDF to the default Dropbox documents folder select Send PDF to Dropbox. Set the default Dropbox documents folder in Settings > Configure Dropbox.
Each item that has been added to a sales document has a default description field, an empty notes field and a private notes field. The notes field can be used to enter custom notes that are specific to the item in the sales document without changing the default description. The default item's description and private notes can be entered in the Products section.