Open a file in a DMS

Use this procedure to open a file in a DMS.
  1. On the Connectors tab, select the desired Document Management System and click the Open tool.
  2. In the Logon dialog box, enter authentication information and 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 a previous version as applicable.

Note In addition to PDF files, you can open a wide range of other file types. PDF files are opened directly. Image and XPS files are converted internally to PDF. Editable formats such as 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.

See Integration into DMS for details.