New article
Recently updated
Converting Documents to PDF
Who is this article for?Users looking to convert a Document to a PDF.
Document Submit permissions are required.
Whether it's operational preference or a requirement for the PleaseReview integration, you may want to convert an existing Document into the PDF file format. This is done automatically by the Web interface, but requires manual conversion in the Windows Client.
This article shows you how to perform the conversion.
1. Converting a Document
To convert Documents to a PDF:
- Access the Documents module.
- Open a draft Document record.
- Click Submit Draft for Approval in the Actions menu.
- Tick Convert to PDF for approval.
- Click OK.
1. Converting a Document
To convert Documents to a PDF:
- Access the Documents module.
- Open a draft Document record.
- Click Submit Draft for Approval....
- Click Next.
- Tick Convert to PDF for approval.
- Click Next.
You will be informed if the conversion was successful.