Create PDF Collection

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    Overview

    This option allows you to collect a selection of documents together into a single PDF file. For example, you would use it to take a collection of documents relating to a client offline for reference.

    Supported File Types

    The following file types can be added: .doc, ​.docm, .docx, .dotx, .dot, .dotm, .msg, .pdf, .txt.

    Any password protected files of these types will be excluded.

    Creating a PDF Collection

    1. Within a Client Document Centre create a search to find the documents that you want to add to the PDF file.
       
    2. Run the search.
       
    3. Click in the selection checkbox in the header row to select all the documents. (Or if you want to pick specific documents just tick the checkbox for those documents.)
       
    4. Click on Create PDF Collection in the Advanced Tools section of the Task Bar.
      DM_TaskBar_AdvancedTools_CreatePDFCollectionHighlighted.png
       
    5. The PDF file will be created with the documents indexed in the order they are displayed in the search results. When you are advised that the PDF file has been created, click OK to return to the Document Centre.
       
    6. The PDF file will be added to the client's Document Centre with the type set as PDF Collection.

    Related

    What's New 2015.1
    This page highlights the changes to Central for this release.
    What's New 2014.3
    This page highlights the changes to Document Management for this release.
    Add Multiple Documents by Folder
    The Select Contents from Folder check box on the Add Documents window allows you to add multiple documents contained within a folder on your workstation or server. If you want to add individual documents then see Add Documents for a contact or client.
    Watch Folder
    The "watch" folder enables users to save files to Document Management from any application, it is added alongside the workstation installation of the plugin for Microsoft Office.
    What's New 2015.1
    This page highlights the changes to Document Management for this release.
    Create Document
    This section holds hints and tips relating to the Create Document process.