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      PDF Generator User Manual 4.0.9
      • 29 Apr 2024
      • 4 Minutes to read
      • Contributors
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      PDF Generator User Manual 4.0.9

      • Updated on 29 Apr 2024
      • 4 Minutes to read
      • Contributors
      • Print
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      Article summary

      SUPPORTED FILE TYPES FOR PDF

      PRODUCTFILE EXTENSION
      WORDDOC, DOCX, RTF, DOT, DOTX, DOTM, DOCM, FLATOPC, ODT, OTT, WORDML, HTML, MHTML, TXT
      EXCELXLS, XLSX, XLSB, XLT, XLTX, XLTM, XLSM, XML, ODS, CSV, TSV
      EMAILEML, MSG, PST, OST, OFT, EMLX, MBOX, ICS, VCF, HTML, MHTML
      POWERPOINTPPT, POT, PPS, PPTX, POTX, PPSX, PPTM, POTM, ODP, OTP
      DIAGRAMVSDX, VDX, VSD, VSX, VTX, VSSX, VSTX, VSDM, VSSM, VSTM
      IMAGEBMP, CGM, DICOM, EMF, GIF, JPG, SVG, TIFF, VSSM, VSTM
      AUTOCADDWG, DWF, DWFX, DXF, 3DS, DAE, DXB, FBX, STP, SVG, IGS, PLT, CF2

      GENERATING A PDF RENDITION

      1. Select the record (or tag multiple records) in Content Manager that you would like to generate a PDF rendition
        image.png

      2. Click on the Generate PDF Rendition button within the Ribbon
        image.png

      Or alternatively, perform a Right Click > Send To > Generate PDF Rendition
      image.png

      If you are using the Web Client version click on the MORE dropdown menu and select Generate PDF Rendition
      image.png

      1. If PDF Generator is configured to allow users to select the PDF format, then the format menu will appear. Otherwise please skip to step 5
        image.png

      2. Select the PDF format you want to generate

      3. A progress bar will be displayed while the PDF files are generating
        image.png

      4. A notification will appear confirming the renditions have attached to the corresponding records
        image.png

      Note

      If PDF Generator has been configured to finalise after generating then the record will be finalised at the end of this process.

      WHAT IS A RENDITION?

      The Renditions tab on a record's properties dialogue appears when the record has an electronic attachment.

      The Renditions tab enables you to add, modify and remove additional renditions of the selected record's electronic attachment.

      For example, the original rendition may be in Microsoft Word format (*.docx) while other renditions may be in different formats, for example, *.txt, *.rtf, *.pdf. The FYB PDF Generator automates the creation of a *.pdf rendition.

      GENERATING A PDF REVISION

      1. Select a record (or tag multiple records) in Content Manager that you would like to generate a PDF revision
        image.png

      2. Click on the Generate PDF Revision button on the Ribbon
        image.png

      Or alternatively perform a Right Click > Send To > Generate PDF Revision
      image.png

      If you are using the Web Client version click on the MORE dropdown menu and select Generate PDF Revision
      image.png

      1. If PDF Generator is configured to allow users to select the PDF format, then the Format Menu will appear. Alternatively it will skip to step 5
        image.png

      2. Select the PDF format you want to generate

      3. A progress bar will be displayed while the PDF files are generating
        image.png

      4. A notification will appear confirming a PDF revision of the document has been generated
        image.png

      5. The latest revision on the document will now appear within Content Manager as a PDF
        image.png

      Note

      If PDF Generator has been configured to finalise after generating revisions then the record will be finalised at the end of this process.

      GENERATING A PDF TO SEND VIA EMAIL

      Note

      This feature is not available in the web version.

      1. Select the record (or tag multiple records) in Content Manager that you would like to generate a PDF to send via email
        image.png

      2. Click on the Send PDF via Email button on the Ribbon
        image.png

      Or alternatively, perform a Right Click > Send To > Send PDF via Email
      image.png

      1. If PDF Generator is configured to allow users to select the PDF Format, then the Format Menu will appear. Otherwise skip to step 5
        image.png

      2. Select the PDF format you want to generate

      3. A progress bar will be shown while the PDF files are generating
        image.png

      4. A new email window will appear with the selected documents attached as PDF's. The corresponding Title and Record Numbers will be inserted into the email subject.
        If the inMailX tag feature has been enabled, an inMailX tag will also be added to the end of the subject.
        image.png

      Note

      If PDF Generator has been configured to finalise after generating emails then the record will be finalised at the end of this process.

      GENERATING AND MERGING PDFS

      Note

      This feature is not available in the web version.

      Merging multiple file types together

      Formatting may not be consistent when merging multiple records with different file types together (i.e. Word with Auto Cad). The record will be created, but some formatting may be lost in the merge.

      1. Tag multiple records in Content Manager that you would like to merge into a single PDF record.
        image.png

      2. Click on the Merge Documents to PDF button on the Ribbon
        image.png
        Or alternatively perform a Right Click > Send To > Merge Documents to PDF
        image.png

      3. If PDF Generator is configured to allow users to select the PDF format, then the Format Menu will appear. Otherwise skip to step 5
        image.png

      4. Select the PDF format you want to generate

      5. A prompt will appear to assist with creating a brand new record or selecting an existing one that the merged PDF record will be attached to. Simply search and select an existing record or click on the New button to create a brand new record
        image.png

      6. If the new option was selected you can now select the record type, and fill out the record details
        image.png

      7. Select the newly created record
        image.png

      8. A progress bar will be displayed while the PDF files are generating
        image.png

      9. A notification will appear confirming the PDF merge is complete
        image.png

      10. The merged pdf document will be attached to the selected record
        image.png

      Note

      If PDF Generator has been configured to finalise after generating revisions then the record will be finalised at the end of this process.

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