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Create PDF files from Document Management Systems

Power PDF Advanced supports multiple Document Management Systems (DMS). Power PDF Advanced displays a tab group for each detected and supported Document Management System (DMS) that was enabled during a custom installation, or added later by restarting the installer and clicking Change.

Supported systems are detailed in the technical specifications.

eDOCS and iManage WorkSite are accessed directly through their own interface, allowing you to access files.

Note Dropbox is no longer supported directly in Power PDF. See About Cloud Connectors for details.

PDF files that you create can also be saved to DMS, again, one at a time. See Saving to Document Management Systems.

More guidance on DMS usage is provided in the Power PDF Network Install Guide.

Create PDF files from iManage WorkSite

The DeskSite client application should be installed and configured before you start this task.

To create PDF files inside iManage WorkSite, proceed with the following steps.

  1. Start the DeskSite client application.
  2. Locate the Kofax PDF add-in.
  3. Click Kofax PDF in the menu.

Create PDF files from eDOCS

The Windows Explorer DM Extension client application required to perform this task.

To create a PDF from a file inside eDOCS, proceed with the following steps.

  1. In Windows Explorer, click a file other than a PDF that is supported by PDF Create.

    Note Refer to the PDF Create Assistant topic on how to display the list of the supported file types.

  2. Click Create PDF in the context menu.

    Note The item Send PDF is also available.

  3. To create a PDF from an external file, select Create new PDF from the Document menu. As you build the document profile you define the source document and the target location inside eDOCS.

Create PDF in Worldox, EMC Documentum and DocuShare using CreateAssistant

If you cannot open your source files directly from inside your Document Management System, then use Create Assistant. Use Add / Open from DMS in the Create Assistant to access a file, and then Save to DMS to save the resulting PDF file back into your DMS. For details see Saving to Document Management Systems.
  1. Start Create Assistant.
  2. Click Add, then click Open from DMS in the drop-down list.
  3. If more than one cloud site connection is set up, then a dialog box offers cloud storage sites (such as Evernote or SharePoint). Select the preferred one.
  4. Provide credentials if required and log in to the storage site.

    Any supported DMS with a client component on your computer is also offered, providing they were enabled during a Custom Setup, or afterwards, running Custom Setup again.

  5. Use the DMS-specific user interface to locate and load the files to use in Create Assistant.
  6. Set profiles and options as preferred.
  7. Click Saving.

    The Destination Settings dialog box appears.

  8. Select Save toDMS in the Target list.
  9. Select how to handle file name conflicts in the If File Exists list.
    • Query the file name
    • Replace existing file
    • Auto-rename the resulting file
  10. Set further options as preferred, then click OK.
  11. Click Start PDF creation (Start PDF creation button).
  12. Use the DMS-specific user interface to browse to a location and provide output file name(s).

Create PDF files from SharePoint

For this functionality to be available in SharePoint, it must be configured by an administrator. Guidance on this is given in the Advanced Customization Kit documentation.

To create a PDF from a supported non-PDF file inside SharePoint, proceed with the following steps.

  1. Select a file and select Create PDF from its context menu.
  2. Select Send PDF to have the PDF attached to a new mail message from your default mailing application, without a local copy being placed in SharePoint.

To create a PDF from an external file, go to the desired SharePoint folder and open the New menu. Select the New Kofax PDF item (it may have a different name because the administrator can decide this), then browse for the file.

Create PDF files from external files in SharePoint

For this functionality to be available in SharePoint, it must be configured by an administrator. Guidance on this is given in the Advanced Customization Kit documentation.

To create a PDF from a supported non-PDF external file inside SharePoint, proceed with the following steps.

  1. Locate the SharePoint folder preferred for upload.
  2. Click New.
  3. Click New Kofax PDF item, then browse for the file.

    Note The item name may differ since it is configurable by the administrator.

Work in-place

When working in SharePoint, eDOCS Enterprise or iManage Worksite, Kofax PDF controls provide two services:
  • Select a single non-PDF file inside the DMS interface and have it converted to PDF in place. The source file remains intact. The PDF takes the same name as the source, and is placed by default at the same location.
  • Select a single non-PDF file from the local computer to be converted to PDF and imported into the DMS system at the current or defined location.

In both cases, these are direct conversions done in the background. Image files (bmp, jpg, png, tif etc.), xps, ps and eps files are processed directly with suitable default settings. Other documents (such as Word files) are printed to PDF Create. This implies that the native application associated to the file type must be present on your system. In those cases conversion is done using the current settings in the Kofax PDF printer driver.

Create PDF from a DMS in Create Assistant

This dialog box always offers the last used DMS, but lets you switch to a different one.

Files imported from DMS are read-only copies, the originals are not touched.

To create PDF documents using documents from a Document Management System proceed with the following steps.

  1. Start Create Assistant.
  2. Click Add, then click Open from DMS in the drop-down list.
  3. If more than one cloud site connection is set up, then a dialog box offers cloud storage sites (such as Evernote or SharePoint). Select the preferred one.
  4. Provide credentials if required and log in to the storage site.

    Any supported DMS with a client component on your computer is also offered, providing they were enabled during a Custom Setup, or afterwards, running Custom Setup again.

  5. Use the DMS-specific user interface to locate and load the files to use in Create Assistant.
  6. Click Start PDF creation (Start PDF creation button).