Creating Plain PDF files from documents (no letterhead no signature)
Select the document from the document list to be created as a pdf file (doc, docx, rtf, odt).
Click on the 'CREATE PDF' button at the bottom of the preview screen.
A Document Options box will appear.
The selections available are to keep the default file name or to input a new name.
The document category can also be also be selected/changed here.
Once this has been completed, click OK.
The PDF file is then created without letterhead and signature, and is placed at the top of the document list.
**Plain PDF files can also be created by using the 'Create PDF' option on the right-click menu
Signed PDF files from documents (with letterhead and signature)
Select the document from the document list to be created as a pdf file (doc, docx, rtf, odt).
Click on the 'SIGN PDF button at the bottom of the preview screen.
A menu will appear containing letterhead options for selection
Once an option is selected, the Document Options box will appear.
The selections available are to keep the default file name or to input a new name.
The document category can also be also be selected/changed here.
Once this has been completed, click OK.
The PDF file is then created with letterhead and signature, and is placed at the top of the document list.
Delete a generated PDF file
To delete a PDF file, select the document from the documents list.
Click on the delete button at the bottom of the preview screen.
A dialogue box will appear asking for confirmation to delete the file.
Click PROCEED.
Once deleted a note will appear in the top right hand corner stating that the document has been deleted successfully.
**A document can also be deleted using the 'Delete Document' option on the right-click menu
