Create PDF files in Microsoft Word

Power PDF provides a Kofax PDF tab in Microsoft Word with the following tools.

Create PDF button Create PDF

Generates a PDF file from the active document, optionally transferring the hyperlinks, bookmarks, comments, and embedded document information (metadata) to the PDF file according to the creation settings.

Create PDF and e-mail icon Create PDF and E-mail

Creates and saves a PDF from the current document, and automatically attaches a copy of the PDF to a new email message.

Creation Settings icon Creation Settings

Opens the Power PDF dialog box, where you set preferences for security, tagging, and the transfer of bookmarks, links, comments, and metadata from Word to the resulting PDF file.

To create a PDF from Word, do the following:

  1. Apply basic settings before PDF creation.
  2. Start PDF creation using the File menu menu or the Kofax PDF tab on the Ribbon.

Apply basic settings before PDF creation

  1. Click the Creation Settings tool in the Kofax PDF tab.

    The Power PDF dialog box appears with the Settings tab active.

  2. Ensure that the settings for tagging, bookmarks, comments, and links for the PDF output are set according to your preferences. See the Word Options topic for details.
  3. Click OK.

Start PDF creation from the Kofax PDF tab

  1. Click Create PDF or Create PDF and E-mail on the Kofax PDF tab, or use the corresponding menu items.

    The Save As dialog box appears.

  2. Accept or change the default target folder and file name in the Save As dialog box.
  3. Click Options to display the Word Options dialog box, where you can specify the PDF options, page range, and more. See Word Options for details.
  4. Select View resulting PDF in the Save As dialog box to display the PDF document automatically.
  5. Click Save to start the conversion.

Start PDF export from the File menu

  1. Select File > Export > Create Kofax PDF, and then click Create Kofax PDF on the right.

    The Save As dialog box appears.

  2. Proceed with the "Start PDF creation from the Kofax PDF tab" task above, starting with step 2.