ProSolutions Shopper PDF Instructions

Transcription

1 Converting a Web Page To convert a web page to a PDF, you will need to have a document to PDF converter on your computer. Downloading PDF Creation Software PrimoPDF is a free document to PDF conversion program. Visit and download the free version of the program (not NitroPDF Pro, which only offers a 14-day free trial). Follow the instructions to install and register the program. If asked, do not download Uniblue or similar optional programs that are offered, as they are unnecessary. Creating a PDF with PrimoPDF 1. With the web page open that you would like to PDF, select Print Preview. 2. Make certain that the preview looks good if the print is too large or too small, click the Page Setup button and scale the page up or down until everything fits appropriately. Pay special attention if the original web page was too wide to fit on one sheet it s important to scale it down then so you can read it easily. 3. Once you re happy with the way the print preview looks, click Print. 4. Within the print menu, select PrimoPDF as the printer, then click OK. Note: Your window may look somewhat different than this, but the concept will still be the same. 1/19/12 Page 1 of 6

2 5. The PrimoPDF window will now pop open. Unless otherwise instructed, select Print as the resolution. Click the Change button next to Document Properties. Make certain it says the author is ProSolutions and the button Always use these settings is selected. Once you do this the first time, it should always appear and you won t have to do it again. Select resolution here 6. Once you click Create PDF at the bottom of the page, the Save As menu will pop up, which will allow you to verify the file name is appropriate and to set the folder the file should appear in. 1/19/12 Page 2 of 6

3 Reminder: make certain your file name does not contain any typos and follows the format listed in the document ProSo Client Site File Naming Standards (visit the ProSo team website if you need a copy). 7. Once you click Save, your PDF will be created and should open up automatically. Look at each page of the PDF to make certain everything is visible and the document has a good appearance. If you are having difficulty, please alert your Project Manager. If You Have Office 2010 Converting a Word/Excel Document If you are using Office 2010 on your computer, converting your Excel or Word documents to PDF is very simple. 1. Save the document first by either clicking the Save button or hitting Ctrl-S. 2. With the document open, click on the File tab in the upper left-hand corner. Select Save As. 3. Make certain the File name does not contain any typos and follows the format listed in the document ProSo Client Site File Naming Standards (visit the ProSo team website if you need a copy. 1/19/12 Page 3 of 6

4 4. If you need to print only certain pages, or if you are printing an Excel workbook with more than one tab, click the Options button towards the bottom of the screen. Click here if printing only some of the pages in a document Click here if printing all tabs in a workbook 8. Once you click Save on the Save As page, your PDF will be created. Look at each page of the PDF to make certain everything is visible and the document has a good appearance. If you are having difficulty, please alert your Project Manager. If You Have Office 2007 or Earlier To create a PDF, you will need to download the PrimoPDF software described on page 1 of this document. There are two simple methods for converting a Word/Excel doc to PDF with PrimoPDF. The first is to follow the instructions beginning on page 1. You will need to use this method if you have to change the print resolution or select only certain pages of your document to print. Method 1: 1. Follow the instructions beginning on page 1 of this document. 1/19/12 Page 4 of 6

5 2. If you need to print an Excel workbook with more than one tab or print only specific pages in a Word document, be certain to select this during step 4. For example, to print only certain pages from a Word document: Select PrimoPDF as the printer Select the pages you need to print Click to finish; the PrimoPDF menu will then pop up 3. Continue following the instructions on page 2. Method 2: The second is more automatic and will create a PDF with the standard settings. When you installed the PrimoPDF software, it probably put a shortcut on your desktop that looks like this: 1/19/12 Page 5 of 6

6 If you didn t delete it (which I did), you can use it to automatically convert documents using basic settings. 1. Click and drag the file you would like to convert onto the PrimoPDF shortcut, The created PDF will then pop up on the screen for your review and the created file should be located on your desktop. 1/19/12 Page 6 of 6