DMS support

In Power PDF Advanced, you can open files from a Document Management Systems (DMS) and save PDF files back to a DMS. See a list of supported DMS systems in System Requirements. The menu items listed below offer DMS items only if a supported DMS is detected on your computer. They also access Cloud storage sites.

 

To open a file from a Document Management System

  1. Select the Connectors ribbon, choose the desired Document Management System and click its Open tool.

  2. In the Logon dialog box, enter authentication information, then click OK.

  3. Select a file type and files in the Open dialog box and click OK.

  4. In the Version dialog box, select the latest file version or one of the previous versions according to your needs.

Tip:

A wide range of files can be opened – not just PDF files. PDF files are opened directly. Image and XPS files are converted internally to PDF, editable formats such Microsoft Office or WordPerfect documents are converted to PDF with no interaction, using existing settings as displayed by selecting the Kofax PDF printer in a Print dialog box and clicking Properties.

 

To save PDF files to a Document Management System

  1. Select the Connectors ribbon, choose the desired Document Management System and click its Save to button.

  2. Files coming from a DMS can be saved as new documents, new versions, same versions and you can also revert to the original version.

    Files coming from a file system can be saved as new documents.

To insert pages into a current document from a DMS

Use Home > Pages > Insert and choose Open from DMS. Log on, then select a file and the pages to be inserted.

 


WorkSite has two more menu items:

Register WorkSite Servers: More than one WorkSite server can be used within a network. Use this command to register the servers you want to use (save passwords, etc.)

Use Document Profile: From its version 8, DeskSite has two different user interfaces (UI) for opening and saving files. Select the Use Document Profile menu item to specify the UI of a version earlier than 8. If this menu item is not selected, the latest UI will be used.

 

 

See also: DMS Overview.