Creating a PDF Package from Mail Items

You can archive selected mail items or an entire folder (with or without its subfolders) into a PDF Package. The generated PDF package file includes a cover page describing the content of the file. The elements of the package are also stored in PDF files. Their PDF version depends on the selection in the Settings dialog box.

Archiving in Outlook is done via the Kofax PDF ribbon.

To archive Outlook items into a PDF package

  1. Select one or more items or folders.

  2. settings icon
    Click the Settings tool to display the Settings dialog box with the Mail archiving settings panel opened.

  3. Choose a PDF version from the Archive Format selection box for archiving Outlook items.

  4. Select Store mails as PDF Package under Archive Method.

  5. Click OK to close the dialog box.

  6.  archive mail icon  archive folder icon
    Click the Archive Mail or Archive Folder button. The Save As dialog box appears.

  7. Select the target folder and enter the name for the PDF Package file. The default target folder for Outlook is Documents > PDF Favorites > Outlook Archive. If you have specified an existing  PDF file, then the Overwrite or append message appears, click Yes to overwrite the existing file (losing its content), or click No to append to the existing PDF file (keeping its content).

  8. Click Save. The archiving process starts and a progress monitor is displayed.

    The generated PDF has a cover page containing the number and types of the archived mail items. Each mail item is converted into a separate PDF that is added to the package file.  

Note

When mails are archived into a PDF package, mail attachments become PDF attachments. The As PDF Link option is not available in this case.

 

See Handling PDF packages for advice on sending and unpacking packages.