To convert a document to PDF

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[Data Management] To convert a document to PDF

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  • Admin > Data Management > Workflow documents Management
  • One document can be output/PDF stored.
  • You can convert several documents into PDF and download them.

 

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STEP 1 Browse to Workflow documents Management Page

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  • Access Docswave > Admin > Data Management > Workflow documents Management

 

STEP 2 Preview / Output / Save PDF for Document

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  • 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.
    • The converted PDF file can be found in Latest Notifications > PDF Download.
  • 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.

 

 

 

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