Create PDFs of Documents

You can create PDFs from one or more selected documents from the Documents Explorer. To PDF documents, follow the steps below:

Note: A placeholder page is created when PDFing Office documents, such as Word or PowerPoint files.

  1. From the dashboard, click the Presentation module.

  2. Click the EVIDENCE tab in the left navigation panel.

  3. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  4. Open the Documents Explorer by selecting the Documents tab in the top-left corner of the page.

    If the explorer is hidden, you can use the Explorers dropdown in the main menu to view it.

  5. Select one or more documents in the Documents Explorer.

  6. Right-click on the selected document(s). The context menu appears.

  7. Click Make PDF of Selected Items. The Make PDF dialog appears.

  8. Complete the dialog by configuring the fields as necessary:

    1. Specify the folder where you would like to output the PDF files. Click Browse to select a new destination path or leave the default destination path.

    2. If PDFing multiple documents, choose whether to create a single PDF for the entire set, or one PDF per document.

    3. From the Name Using dropdown, select which parameter to use for naming the outputted PDF file(s). For instance, if you select Document ID, the PDF file names are equivalent to their respective Documents IDs.

      Note: If creating a single PDF, the PDF name is equivalent to the first item's value. For instance, if you create a single PDF of four documents, and you choose to name the PDF based on Document ID, the outputted PDF is named after the Document ID of the first document in the list.

    4. If you would like to PDF the documents with annotations applied, select the checkbox for Apply all markups permanently to exported images.

    5. If you would like to include a footer on each page of the PDF, select the Include Page Footer checkbox.

    6. If including a page footer, customize how the footer displays at the bottom of each PDF page.

      • Use the Left, Middle, or Right Footer dropdowns to select what value displays in the corresponding area. For instance, if you select Description in the Middle Footer dropdown, the document's Description appears in the middle of the footer.

      • If you would like to add custom text to the footer, select the Custom Text option in the dropdown. Then type the custom text into the empty field beneath the dropdown.

      • Choose a font type and size for each section of the footer. If you would like to bold the text, select the Bold checkbox.

      • To include a barcode in the Right Footer section, select the Barcode checkbox. The barcode replaces the text for any value selected in the Right Footer dropdown, except when using Custom Text.

        Note: Any barcodes that are included in the footer will be subject to barcode technology standards. It is recommended for a barcode to be read reliably that the selected value (e.g. the Page ID) is between 6 and 12 characters in length and does not contain extended characters.

  9. When you have completed the Make PDF dialog, click Save. The PDFs are created and saved in the output location specified above.

 

Related Topics

Overview: Documents

Overview: Workbooks

Work with the Document Work Area Ribbon Bar