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

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1. On the [[Configuration Menu]], click '''Tracking Applications'''.
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1. Go to the desired UTA.
  
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[[Image:TrackingApplications.png|link=|450px]]
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2. Select the relevant '''Level 1''' or '''Level 2'''.
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2. Click the '''Edit''' button for the relevant application.
 
  
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3. Click on the relevant '''Level 1''' or '''Level 2''' tab.
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3. Click on the '''Custom Fields'''hyperlink.
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4. Click on the hyperlink for '''Custom Fields'''.
 
  
 
[[Image:Custom-fields.png|link=|551px]]
 
[[Image:Custom-fields.png|link=|551px]]
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The Custom Fields list is displayed.
 
The Custom Fields list is displayed.
  
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5. Click the '''Edit''' button on the targeted “Link - Multiple Files” custom field.  
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4. Click the '''Edit''' button on the targeted “Link - Multiple Files” custom field.  
  
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6. Under the File Options menu - check the box marked “Auto Convert Documents to PDF on Upload”.
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5. Under the File Options menu - check the box marked “Auto Convert Documents to PDF on Upload”.
  
 
[[Image:Autoconvert-doc-to-pdf.png|link=|490px]]
 
[[Image:Autoconvert-doc-to-pdf.png|link=|490px]]
  
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7. Click the '''Save''' button to save the change.
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6. Click the '''Save''' button to save the change.
  
  
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|Click [[Autoconvert uploaded Word Documents to PDF - Why?|here]] to learn why this feature is a benefit to your organization.
 
|Click [[Autoconvert uploaded Word Documents to PDF - Why?|here]] to learn why this feature is a benefit to your organization.
 
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|}
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==See Also==
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* [[Custom Field|custom field]]
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* [[Custom Field Type: Link – Multiple Files|Link - Multiple Files]]
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[[Category:How]]
 
[[Category:How]]

Revision as of 09:57, 1 February 2016

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. Go to the desired UTA.

2. Select the relevant Level 1 or Level 2.

3. Click on the Custom Fieldshyperlink.

Custom-fields.png

The Custom Fields list is displayed.

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

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

Autoconvert-doc-to-pdf.png

6. Click the Save button to save the change.


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

See Also

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