
[Data Management] To convert a document to PDF

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STEP 1 Browse to Workflow documents Management Page
- Access Docswave > Admin > Data Management > Workflow documents Management
STEP 2 Preview / Output / Save PDF for Document
- Click the document name to view the contents of the document.
- Click the printer-shaped output icon in the lower left corner of the document content.
- Select whether to include Approval history and Comment history.
- You can view the preview screen of a document based on the printer connected to your computer.
- Depending on each Internet browser, you can choose to print or save as PDF.
- Chrome Browser: Select Destination > (Printer / Save to PDF)
- Edge Browser: Select Printer > (Printer / Save to PDF)
- Firefox: Select Destination > (Printer / Save to PDF)
- Whale Browser: Select Destination > (Printer / Save to PDF)
- Safari: Select the lowest level (save to PDF/PDF)
STEP 3 Convert a document to PDF and download
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Click the Export PDF icon in the upper right corner to convert the document you want to PDF.
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The converted PDF file can be found in Latest Notifications > PDF Download.
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- Check the check box in front of the document name you want to convert and click the Export PDF icon.
- Select whether to include Approval history, Comment history, attachments, and related documents.
- Attachments and related documents are provided in list format with each file name. Please check and print the contents on the attachment tab of the document.
- All containing items are assigned to the next page of the document's content, one by one by one by default.
- When you select a PDF type, the merge is converted into one PDF file, Separately into each PDF file.
- If you convert a large amount of documents, it takes a lot of time to convert them. If possible, we recommend you to use less than 10 documents.