About Kofax PDF tabs in integrated applications

Overview of toolbar buttons in integrated applications

To use a PDF toolbar in other applications, Kofax Power PDF should be integrated in these applications. You can enable or disable the integration during a Custom Setup.

If you do not see these buttons in the tab of an integrated application, see Troubleshooting.

Integrated application	Tools in the Kofax PDF tab	Corresponding drop-down menu items, or tool names
Microsoft Word Microsoft Excel Microsoft PowerPoint		Create PDF
		Create PDF and E-mail
		Creation Settings
		PDF Convert
	(in Word only)	Conversion Settings
Main window in Microsoft Outlook		Convert PDF
		Archive Folder
		Archive Mail
		Create PDF from attachments
		Attach file to mail as PDF
		Kofax PDF Settings (for both Create and Convert)
Message window in Microsoft Outlook		PDF Convert
		Archive Mail
		Create PDF from attachments
		Attach file to mail as PDF
		Kofax PDF Settings (for both Create and Convert)
Microsoft Internet Explorer		Create PDF from the web page
		Kofax PDF toolbar: Create PDF and add to existing PDF
		Create PDF and send in e-mail
		Create PDF and send to DMS
	"Settings"	PDF Create options (such as margins and page size)

Kofax PDF tab options in Microsoft Office

The Kofax PDF tab offers tools for PDF creation and unlocking (conversion). The three Create buttons correspond to the Kofax PDF menu items.

In Microsoft Excel and PowerPoint, there is no Convert Settings tool, since these programs accept Standard document processing only.

The Kofax PDF tab in Microsoft Outlook includes the following tools.

Icon	Description
	Convert PDF: Starts a conversion of PDF or XPS attachments with the settings specified in the PDF Conversion settings tab on the Settings dialog box.
	Archive folder: Archive the currently selected mail folder in the main window to a set of PDF files. This tool is available only in the Outlook main window. See About archiving.
	Archive mail: Archive the currently selected items to a set of PDF files. See About archiving.
	Create PDF from attachments: Create PDF files from attachments of supported file types. This tool is available in the Outlook main window toolbar only, becomes active only if the current message has at least one attachment of a file type suitable for conversion to PDF. See Creating PDF files from mail attachments.
	Attach file to mail as PDF: Convert a local file to PDF and attach it to an outgoing mail or reply. You must select a mail message to use this option.
	Settings: Set preferences for creating, archiving and converting PDF files.

About Create buttons

PDF Create icon Create a PDF file from the currently opened document, web page or mail attachments.

Create PDF and e-mail icon Create and save a PDF from any source except a mail system and attach a copy to a new email message ready for sending.

Settings icon Define optional settings:

In Word, open the Kofax PDF Settings for Word dialog box where you can define how bookmarks, links, comments and tags are transferred to the PDF. Under Advanced Settings, you can access the Kofax PDF Create Properties dialog box.
In Excel, display the Kofax PDF Settings for Excel dialog box where you can define how bookmarks, links and comments are transferred to the PDF. Also specify the addressing mode for the link target document. Under Advanced Settings, you can access the Kofax PDF Create Properties dialog box.
In PowerPoint, display the Kofax PDF Settings for PowerPoint dialog box where you can define how bookmarks, links and comments are transferred to the PDF. Also specify the addressing mode for the link target document. Under Advanced Settings, you can access the Kofax PDF Create Properties dialog box.

About Convert buttons

PDF Convert icon Use the Open PDF/XPS tool to select a single PDF or XPS file to be converted and opened in the current application, ready for editing.

Settings icon Access conversion settings to select a preferred conversion mode in Word (direct conversion as Standard, Form or Legal, or use Convert Assistant). In Excel and PowerPoint there is no choice: the mode is always a direct conversion as Spreadsheet and Standard Document, respectively.

To access the Power PDF Properties dialog box in Word, select File > Print, then the Kofax PDF printer driver and click the Properties button.
In Excel, to create a PDF file from the whole workbook, enable the toggle Create PDF from Entire Workbook in the Kofax PDF menu.

Power PDF Internet browser extension

Kofax Power PDF offers the following commands in the Kofax PDF Create extension in supported Internet browsers.

In Internet Explorer, click the right arrow next to the PDF Create icon (). In other browsers, click the icon to open the drop-down menu.

Open in Kofax Power PDF This command is enabled only when viewing a PDF file in the browser.
Create PDF from the web page
Create PDF and add to existing PDF
Create PDF and send in email
Create PDF and send to DMS

The Power PDF installer handles Internet Explorer integration. For other browsers, you need to install the Kofax PDF Create extension.

In Edge, the Open in Kofax Power PDF floating command panel appears automatically when viewing PDF files. To disable the panel, clear the Show "Open in Kofax Power PDF" setting in the extension menu.

In Internet Explorer, you can right-click a link to a PDF or XPS file and select Open with Convert Assistant from the shortcut menu to convert it to an editable format. The menu item is available for all browser links, but functions only when it points to a PDF or XPS file.