Create a PDF of a Document Record

You can automatically create PDF files for document records on document screens. Additionally, once you create the PDF you can view, print, or email it.

  • You must have MAPI-compliant software (such as Microsoft Outlook) installed on your computer to send an email with a PDF attachment.
  • You must have PDF-viewing software (such as Adobe Reader) installed on your computer to view PDFs.
In the All Tasks pane, document screens have the icon next to their name. To generate a PDF file for a document record, you can use the checkboxes in the On Save of Document area of the screen after you save the record.
  • Select the Create PDF checkbox to create a PDF of the current record. Once you select this option, the system enables the other checkboxes in this area.
  • Select the View checkbox to have the PDF display once the system creates it.
  • Select the Print checkbox to have the system display a print dialog once the PDF is ready.
  • Select the Email checkbox to have the system email the PDF. Additionally, the system will attach any binder item that has the Attach when Emailing checkbox selected to the email and the activity displays on the Activity/History tab of the screen.
Once the system creates the PDF, you can view it from the Binder tab on the document form.