How to configure an Action to create PDF documents
By default an Action will save documents as Word files.
This article describes how to save them as PDF documents into folders and sorted into different folders in the server.
You will need to set up the file paths fist. Click here for instruction.
Open the Action Library
1: Click Admin from the menu.
2: Select Action Library from the drop down list - the Action library window will open.
Select an Action
1: Select the Action to Edit.
2: Click Edit - the Edit Action window will open.
NOTE: The action name must only contain characters/symbols that are legal as file-name symbols.
Configure the Documents
1: Click the Documents tab - the Documents window will open.
2: Select the required Document. If more than one document is selected, they will be merged into one PDF file.
3: Set the Print Option to Send to PDF Folder.
4: Select the Relative path. Click here for instruction on how to set these up.
5: If required set the print priority.
6: Click OK to save the data and close the window.
When the Action is run all of the selected documents will be placed into 1 PDF file in the specified location.
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