View - Document - Document
list - Duplicate to PDF
Documents created in MS word can be duplicated to .pdf-format as required. The advantage with .pdf-format files is that the content cannot be edited; a useful feature when sending quotes, for example.
Another good reason for converting a document to .pdf is that many companies restrict the file types you are allowed to open within their network. Most people regard .pdf-files as safe and the files can also be read by all recipients regardless of their operating system or software.
Note! PDF stands for Portable
Document Format and the file format can be opened on all machines
that have Acrobat Reader installed.
The Duplicate to PDF button is
available both from the document list, and from the document card for
every single document.
How to duplicate a document to a PDF file
Select the document you want to duplicate from the Document list.
Click Duplicate to PDF
Close and save the new document card for the file in .pdf-format.
The new document - with the file extension .PDF - will be available
in the Documents list.
Note! The Duplicate
to PDF-button will only become available once the document is created.
Tip! You can print different items
from the system to e-mail, e.g. a quotation or an invoice. The program
will then automatically create an attachment to the e-mail in pdf-format.
Read more about e-mail in the program
here.
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