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

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|[[Image:How.png|50px|link=]]
 
|[[Image:How.png|50px|link=]]
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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|}
 
|}
  
  
==Enable Auto Convert Documents to PDF on Upload==
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==Overview==
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When enabled, SmartSimple's '''Autoconvert uploaded Word Documents to PDF''' feature automatically converts Word Documents that are uploaded to [[Custom Field Type: Link – Multiple Files|Multi File field types]] into PDF versions of the same document asynchronously.
  
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==Enabling the Feature==
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{{CustomField-Nav}}
  
In this article, you will enable the Auto Convert Documents to PDF on upload feature within the File Options for a [[Custom Field Type: Link – Multiple Files|Link - Multiple Files]] [[Custom Field|custom field]].
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4. Locate the specific '''[[Custom Field Type: Link – Multiple Files|Link Multiple Files]]''' field type<br />
  
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5. Under the File Options menu, add a check mark to '''Auto Convert Documents to PDF on Upload'''
  
{| class="wikitable"
 
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|This article is applicable to the [[Custom Field|custom field]] - [[Custom Field Type: Link – Multiple Files|Link - Multiple Files]].
 
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[[image:File_Options_-_Auto_Convert_Documents_to_PDF_on_Upload.png]]
  
{{CustomField-Nav}}
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When checked, a new combo-box is displayed allowing other Multiple File fields to store the converted PDF called '''Save Auto Converted PDF To:'''.  By default the converted PDF will be saved to the same field as the original Word Document. 
  
4. Click the '''Edit''' button on the targeted “Link - Multiple Files” custom field.  
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Below is an image of the checked option and the new combo-box providing other field options from a drop down menu.<br />
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[[image:File_Options_-_Auto_Convert_Documents_to_PDF_on_Upload_checked.png]]
  
5. Under the File Options menu - check the box marked “Auto Convert Documents to PDF on Upload”.
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==Notes==
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PDF documents can also be automatically merged into the final PDF when converting a [[Web Page View]] into PDF using [[ssattach]].
  
[[Image:Autoconvert-doc-to-pdf.png|link=|490px]]
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==See Also==
 
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* [[Custom_Field_Type:_Link_–_Multiple_Files|Multiple Files - Field Type]]
6. Click the '''Save''' button to save the change.
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* [[:Category:PDF]]
  
  
 
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{| class="wikitable"
 
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|[[Image:Why.jpeg|50px|link=]]
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|[[Image:Why.jpeg|50px|link=Autoconvert uploaded Word Documents to PDF - Why?]]
 
|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.
 
|}
 
|}
  
==See Also==
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[[Category:Files]][[Category:PDF]][[Category:How]]
* [[Custom Field|Custom Field]]
 
* [[Custom Field Type: Link – Multiple Files|Link - Multiple Files]]
 
 
 
 
 
[[Category:How]]
 

Latest revision as of 11:34, 2 February 2016

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


Overview

When enabled, SmartSimple's Autoconvert uploaded Word Documents to PDF feature automatically converts Word Documents that are uploaded to Multi File field types into PDF versions of the same document asynchronously.

Enabling the Feature

1. Go to the desired UTA, click on the Configuration Settings icon

link:

2. Select the relevant Level 1, Level 2, or Level 3 tab

3. Click on the Custom Fields hyperlink

Custom-fields.png
The Custom Fields list is displayed.

4. Locate the specific Link – Multiple Files field type

5. Under the File Options menu, add a check mark to Auto Convert Documents to PDF on Upload


File Options - Auto Convert Documents to PDF on Upload.png

When checked, a new combo-box is displayed allowing other Multiple File fields to store the converted PDF called Save Auto Converted PDF To:. By default the converted PDF will be saved to the same field as the original Word Document.

Below is an image of the checked option and the new combo-box providing other field options from a drop down menu.
File Options - Auto Convert Documents to PDF on Upload checked.png

Notes

PDF documents can also be automatically merged into the final PDF when converting a Web Page View into PDF using ssattach.

See Also


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