Create PDF files in Microsoft Excel
Power PDF provides a Kofax PDF tab in Microsoft Excel with the following tools.
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
Creates and saves a PDF from the current document, and automatically attaches a copy of the PDF to a new email message.
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 Excel to the resulting PDF file.
To create a PDF from Excel, do the following:
- Apply basic settings before PDF creation.
- Start PDF creation using the File menu or the Kofax PDF tab on the Ribbon.
Apply basic settings before PDF creation
-
Click the
Creation Settings tool on the
Kofax PDF tab.
The Power PDF dialog box appears with the Settings tab active.
- Ensure that the settings for tagging, bookmarks, comments, and links for the PDF output are set according to your preferences. See Excel Options for details.
- Click OK.
Start PDF creation from the Kofax PDF tab
-
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.
- Accept or change the default target folder and file name in the Save As dialog box.
- Click Options to display the Excel Options dialog box, where you can specify the PDF options, page range, and more. See Excel Options for details.
- Click Save to start the conversion.