• Create the PDF as a new document in Worldox
• Create the PDF as a related document in Worldox
Use the left-side navigation pane, search or other tools to find the file you want to convert to PDF.
Select a file in the worklist, then select Create As New Document on the Send To right-click menu.
Note: You can select multiple files from the worklist, but only one file will be converted to PDF and saved via this right-click menu choice. Here are best-practice guidelines for converting multiple files to PDF.
As the DocsCorp application starts, you see one or more status windows, after which one or more Worldox profile dialogs appear.
Then, depending on how profile groups and user access are set up at your site, you could see the Select Profile Group dialog, with a larger form underneath. In the Select Profile Group dialog, double-click the profile group to which file(s) are being saved, or highlight that listing and click Select in the toolbar.
With profile group selected, fields fill into the File Save dialog. Here is where you describe and characterize the PDF file.
Next
step: Fill
out the File Save form to
finish profiling the converted PDF file, and save it as a new document
in Worldox.
Use the left-side navigation pane, search or other tools to find the file you want to convert to PDF.
Select a file in the worklist, then select Create As Related Document on the Send To right-click menu.
Note: You can select multiple files from the worklist, but only one file will be converted to PDF and saved via this right-click menu choice. Here are best-practice guidelines for converting multiple files to PDF.
As the DocsCorp application starts, you see one or more status windows, after which one or more Worldox profile dialogs appear.
Then, depending on how profile groups and user access are set up at your site, you could see the Select Profile Group dialog, with a larger form underneath. In the Select Profile Group dialog, double-click the profile group to which file(s) are being saved, or highlight that listing and click Select in the toolbar.
With profile group selected, fields fill into the File Save dialog. Here is where you describe and characterize the PDF file.
Next
steps:
• Fill out the File Save form to finish profiling the converted PDF file.
• Before you save the completed profile, be sure to click Relations menu at the top of the form. That is how you relate this new file to files already in Worldox.