Auto Convert Documents to PDF on Upload

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Revision as of 18:00, 19 November 2015 by Alvin Thompson (talk | contribs)

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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.


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 to edit the appropriate “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.