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User Guide: Generate PDF copy of a document

Article last updated on the 18th of May 2020.

Contents

1. Introduction

In WorkPoint Express document libraries, it is possible to select an element, such as a document or an image, and convert that file into a PDF file. This is done with a simple right-click and selecting the feature from the context menu.

Alternatively, if you wish to combine multiple files into a PDF file, and/or you wish to convert to a specific PDF format, the "Convert/Combine File(S) To PDF" feature can be used. You can read more about this feature in this article.

2. End User Guide

This feature can be used in the following way:

  1. In WorkPoint Express, access a Document library on an entity.
  2. Right-click a document or an element in the library.
  3. From the context menu, click "Generate PDF".
  1. Fill in necessary information, e.g. a new name for the PDF file.
  2. Click the "OK" button.

A Pdf copy of the document is now being created:

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