Save comparison report documents

• Save comparison to a local or network drive

Save comparison as a new document

Selecting Save as New Document on the Compare with compareDocs pull-down or right-click menus runs a file comparison as last set up - or using default settings - in the pdfDocs compareDocs window. You then profile and save the selected report(s) into Worldox.

Notes:

• If you are not sure which reports you’ll be viewing - or want to change report settings in the pdfDocs compareDocs window - please select Load into compareDocs on the pull-down or right-click menu instead.

• When you save comparison reports, the requested reports are consolidated; you end up with the same information that would otherwise appear in separate files (when the viewing option is selected), combined into one file for profiling and saving into Worldox.

Use the left-side navigation pane, search or other tools to find the files you want to compare.
Select files for comparison.

Select any two files on the worklist, then select Save as a New Document from the Compare with compareDocs pull-down menu. Or, select that same choice on a cascading right-click menu.
If two or more files were selected, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

Notes:

• If only one file was selected, the pdfDocs compareDocs window opens. Select a second document for comparison, then click Compare and select Save into Worldox from the button menu to continue. When the Save As Options window opens, select A new document and click OK.

• If more than two files are selected, you are asked to select two. (See Selecting Files for Comparison for details.)

As the comparison runs, 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 comparison report file.

Next step: Fill out the File Save form to finish profiling the comparison report file, and save it as a new document in Worldox.

Save comparison as a new version

Selecting Save as a New Version on the Compare with compareDocs pull-down or right-click menus runs a file comparison as last set up - or using default settings - in the pdfDocs compareDocs window. You then profile and save the selected report(s) into Worldox

Notes:

Use the left-side navigation pane, search or other tools to find the files you want to compare.
Select files for comparison.

Select any two files on the worklist, then select Save as a New Version from the Compare with compareDocs pull-down menu. Or, select that same choice on a cascading right-click menu.
If two or more files were selected, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

Notes:

• If more than two files are selected, you are asked to select two. (See Selecting Files for Comparison for details.)

As the comparison runs, you see one or more status windows.

Select the source document to version.

Before creating the version, Worldox needs to know which one of the compared documents you are using as the base for a new version. Make that choice in the Source Versions Available dialog.

Select the file to use as the source for the new version, then click OK. As the Source Versions Available dialog closes, Worldox saves the report document as a version of the original, and opens it for viewing.

Save comparison as a related document

Selecting Save as a Related Document on the Compare with compareDocs pull-down or right-click menus runs a file comparison as last set up - or using default settings - in the pdfDocs compareDocs window. You then profile and save the selected report(s) into Worldox.

Notes:

Use the left-side navigation pane, search or other tools to find the files you want to compare.
Select files for comparison.

Select any two files on the worklist, then select Save as a Related Document from the Compare with compareDocs pull-down menu. Or, select that same choice on a cascading right-click menu.
If two or more files were selected, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

Notes:

• If more than two files are selected, you are asked to select two. (See Selecting Files for Comparison for details.)

As the comparison runs, 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 comparison report file.

Next steps:

• Fill out the File Save form to finish profiling the comparison report 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.

Save comparison to a local or network drive

Selecting the Save to My Computer choice on the Compare with compareDocs pull-down or right-click menus runs a file comparison as last set up - or using default settings - in the pdfDocs compareDocs window. You then save the selected report(s) to your desktop or local drive.

Notes:

Use the left-side navigation pane, search or other tools to find the files you want to compare.
Select files for comparison.

Select any two files on the worklist, then select Save to My Computer from the Compare with compareDocs pull-down menu. Or, select that same choice on a cascading right-click menu.
If two or more files were selected, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

Notes:

• If only one file was selected, the pdfDocs compareDocs window opens. Select a second document for comparison, then click Compare and select Save As from the button menu to continue.

• If more than two files are selected, you are asked to select two. (See Selecting Files for Comparison for details.)

As the comparison runs, you see one or more status windows. When the comparison is done, you see the Windows Save As dialog.

Save and view.

In the Windows Save As dialog,note the File name field. This is the file name of one of the two files being compared. You may want to change that name to avoid any confusion.
When you’re ready, select a location and click Save. That saves the report document, and opens it for viewing.