Create PDF
If Excel integration is enabled, PDF Create provides a Kofax PDF tab and ribbon with the following tools:
Create PDF
Create PDF and E-mail
Creation Settings
When the PDF is created, accept or change the default target folder and file name in the Save As dialog box that appears.
Optionally, add document information through the Document Properties dialog box, or choose Embed Metadata in the Advanced Settings panel of the Settings dialog box before starting creation to have the Excel file's existing document information (metadata) transferred to the PDF.
Note
If the Kofax PDF tab and ribbon are not displayed on your screen, consult the Troubleshooting topic.
Creating PDF from Entire Workbook
In all supported Microsoft Excel versions, there is an additional toggle in the Kofax PDF menu: Create PDF from Entire Workbook. By default, it is enabled. This means that each sheet of a workbook will be converted to a PDF page. If you disable this toggle, the resulting PDF contains only the currently displayed sheet.
Tips
Select Create PDF and E-mail to create and save a PDF and also send a copy as an e-mail attachment.
Use the Creation Settings tool or the corresponding menu item to change settings in the Kofax PDF Settings for Excel dialog box and the Kofax PDF Create Properties dialog box. These Excel settings allow comments, hyperlinks and metadata to be transferred to PDF files and for a bookmark to be created for each worksheet in a workbook. If metadata transfer is enabled, this overrides any information added through the Document Settings dialog box.