Download Guidelines. pdfdocs Create complex PDFs. Easily.

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1 Download Guidelines pdfdocs Create complex PDFs. Easily.

2 Before starting the pdfdocs install You must have local administrator rights to be able to install the software.net 4.5 must be installed on your Windows machine You will be able to download the program through the DocsCorp Resource Center. Please refer to the System Requirements for more information on what else you may need. Close all Microsoft Office and DMS client applications that are running on the computer you are installing the software on prior to installing pdfdocs Create a folder for downloading pdfdocs into

3 Downloading

4 Accessing the Resource Portal 1 1. Type into your browser 2 2. Log in with your address and Password. These were sent to you previously via

the Downloads/Support column The Downloads page will display.

NET as well as Release Notes and User Guide. 2.

5 Download the pdfdocs trial 1 1. Once the My Software page displays, click on the pdfdocs link in the Downloads/Support column The Downloads page will display. From here you can download the software, MS.NET as well as Release Notes and User Guide. 2. Check the I have read checkbox 4 3. Click the Download button Make sure you download the software to the folder you created earlier. 2 3

6 Installing pdfdocs 1. Navigate to the folder pdfdocs downloaded to on your system 2. Double-click on the pdfdocs installer file 3. Click on Run in the Open File dialog box 4. Follow the onscreen instructions, clicking the Next button until installation is complete 5. Click on the pdfdocs icon on your Desktop to open the application

Enter the Licensee Name and the License Key into

obtained from the My Software page, i.e. License To and License Number.

7 Adding the pdfdocs license 1. Select About in the Backstage View The About pdfdocs dialog box displays Click on the [Set License] button 3. Enter the Licensee Name and the License Key into the appropriate fields This information can be obtained from the My Software page, i.e. License To and License Number. This information must be entered exactly as it appears there. 4. Click the [OK] button 1 3 4

8 Navigating

Click the Print button The document is converted

9 Single Document Mode 1 Print to PDF 1. Open a Word document 2. Select File > Print 3. Select DocsCorp PDF Printer from the Name drop-down 4 4. Click the Print button The document is converted to PDF and displays in Single Document Mode in pdfdocs Select File > Save to save the document 3 5

10 Export to PDF 1. Open a Word document Click on the DocsCorp ribbon 3. Click on the Open in pdfdocs option The document is converted to PDF and opens in Single Document Mode. Note other export options: Convert to PDF and add to an existing Project Convert to PDF and Convert to PDF and save

Click into the Page Navigation toolbar and enter a page number 3.

11 4 Navigate the PDF 1. Navigate through the document by clicking on the Next Page button 2. Click into the Page Navigation toolbar and enter a page number 3. Click on the First Page button [<<] to go to the start of the document 4. Click on the Pages pane to display page thumbnails 3 1 2

Organizer Project Mode 1 Try this: Create an Organizer Project 1. Click on the File > New option 2 3 2.

Add documents to the Organizer Project using the drag and drop method 5.

12 Organizer Project Mode 1 Try this: Create an Organizer Project 1. Click on the File > New option Select Organizer Project and enter the Project name in the Name field 3. Click the Create Project button 4. Add documents to the Organizer Project using the drag and drop method 5. Documents are added to the Organizer Note: You can re-arrange the order by clicking on either the UP or DOWN arrows or by dragging and dropping documents in the document list. Or, sort alphabetically by clicking on the A to Z button. 4

deselecting the checkbox next to the document name 8.

13 Try this: 8 6. Right-click on any document to perform a particular action on the selected document 7. You can temporarily remove any document(s) from the collated set by deselecting the checkbox next to the document name 8. Save the document by clicking on the File menu and selecting Save As in the Backstage View Note you can apply any number of Output Options to the PDF document. You can apply settings for: Security Initial view Stationery Watermarks 6 7

Click on the Create Project button The Binder interface displays. Note it is different to Single Document Mode and the Organizer Project view. 3.

14 Binder Project Mode 1 Try this: Create a Binder Project 1. Create a Binder Project by clicking on the New option in the Backstage view and selecting the Binder option Name the Binder and its location. Click on the Create Project button The Binder interface displays. Note it is different to Single Document Mode and the Organizer Project view. 3. Click the Add Item button to add a document, a folder or a folder (including sub-folders) to the Binder Project. 4. Navigate to the documents and click OK Note: Documents can be converted to PDF or left in their native format (must be supported file types. If they are not supported they can be embedded as an attachment). 4

Click the Make Binder button, giving it a name 7 8.

15 Try this: 5. Right-click on a document and select the Mark as Cover Page. This will be the cover page for the document collection Select the Binder Type, i.e. whether the output is a single document or linked multiple PDFs 7. Click the Make Binder button, giving it a name 7 8. Click the OK button to generate the Binder Based on your choices, pdfdocs will generate a PDF Binder complete with a cover page, an interactive Table of Contents and links to each of the documents in the Binder. 8

16 Getting Help

17 Getting Help and Support If you experience any problems or have questions relating to pdfdocs, please contact your Account Manager. They can assist you with installation as well as any other issues that may arise during the trial period. If your Account Manager is unable to resolve an issue, they will escalate it to DocsCorp Support on your behalf. Alternatively, send an citing your name, state/ province and country along with a description of your question or issue to info@docscorp.com. Find more information on our products through our social media channels (Facebook, Twitter, LinkedIn, and YouTube) or by checking out our blog. APAC Region Sydney, Australia Phone: International: +61 (0) EMEA Region London, United Kingdom Phone: AMER Region Portland, OR, United States Phone:

18 Learning Resources DocsCorp has developed a wealth of learning resources for you, which can be downloaded from the Resource Portal. These include: User Guide a technical document for installing and understanding the comparedocs application. There are also Release Notes and an Administrator Guide. Courseware - a complete end-to-end training manual that explains in simple English how to use the software. Capensys E-Learning you have access to 9 E- Learning modules, covering the basics such as loading documents into the comparedocs interface to more advanced topics such as comparing images files.

19 Pilot Program

20 Run A Pilot Program A pilot program is a small-scale, short-term experiment that helps an organization learn how a large-scale project might work in practice. Depending on company size, a pilot program might involve a single team or it might involve just a single employee. By the end of your pilot program, you should be able to demonstrate the value of the new technology to both upper level decision makers and end users. This should help to minimize resistance to change while also creating a blueprint for how you can implement the new technology successfully on a much wider scale. Creating a new software pilot deployment plan Step Actions Effort 1 Determine stakeholders 1 day 2 Formulate decision criteria 1 day 3 Build a test lab 1 day 4 Create a pilot deployment 1 day 5 Participant selection 1 day 6 Software training 1 day 7 Launch pilot project 1 day 8 Test software based on specific workflows 1 day

21 Survey

22 Survey Thank you for taking the time to trial pdfdocs. Please take a few minutes to complete this short survey. This will help us to improve the trial process. If you have any questions, please us at info@docscorp.com

23 Questions?

Download Guidelines. cleandocs Remove metadata, reduce risk.

Download Guidelines. cleandocs Remove metadata, reduce risk. Download Guidelines cleandocs Remove metadata, reduce risk. Before starting the cleandocs install You must have local administrator rights to be able to install the software.net 4.5 must be installed on