Difference between revisions of "Auto Convert Documents to PDF on Upload"

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|[[Image:Why.jpeg|50px|link=]]
 
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|Click [[Autoconvert uploaded Word Documents to PDF - Why?|here]] to learn why this feature is a benefit to your organization.
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|Click [[Attach a Workflow to Company/user Registration Page - Why?|here]] to learn why this feature is a benefit to your organization.
 
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[[Category:How]]
 
[[Category:How]]

Revision as of 15:21, 9 December 2015

How.png This article will explain how you can implement this feature for use on your SmartSimple system.


Enable Auto Convert Documents to PDF on Upload

In this article, you will enable the Auto Convert Documents to PDF on upload feature within the File Options for a Link - Multiple Files custom field.


This article is applicable to the custom field - Link - Multiple Files.


1. On the Configuration Menu, click Tracking Applications.

TrackingApplications.png

2. Click the Edit button for the relevant application.

3. Click on the relevant Level 1 or Level 2 tab.

4. Click on the hyperlink for Custom Fields.

Custom-fields.png

The Custom Fields list is displayed.

5. Click the Edit button on the targeted “Link - Multiple Files” custom field.

6. Under the File Options menu - check the box marked “Auto Convert Documents to PDF on Upload”.

Autoconvert-doc-to-pdf.png

7. Click the Save button to save the change.


Why.jpeg Click here to learn why this feature is a benefit to your organization.