The Convert Excel tab is used to convert Microsoft® Excel files to PDF files. It also allows to export the files to images and to send them to the printer. The tab allows the user to set security and permissions on the output PDF file, convert it to images and route it after optionally changing its name. The tab has the following sections:
Compatibility - Sets the compatibility for the PDF security in the converted document. The options are either Acrobat 5.0 (High 128-bit RC4) and later or Acrobat 7.0 (High 128-bit AES) and later.
Set the "Document Open" Password – also known as the user password, it is the password that will be required when the documents are opened.
Set the "Change Permissions" Password – also known as the owner password, it is the password that will be required when trying to change permissions and passwords on the documents.
Allow High Resolution Printing – Print the document at high resolution. When this permission is granted, the following permission 'Printing' is also automatically granted.
Allow Printing - Allow printing the document
Allow Text & Graphics Extraction – Copy or otherwise extract text and graphics from the document. When this permission is granted, the following permission 'Extraction for Accessibility' is also automatically granted.
Allow Extraction for Accessibility – Extract text and graphics in support of accessibility to disabled users or other purposes
Allow Document Changes – Modify the document. When this permission is granted, the following 3 permissions (Document Assembly, Comments and Form Filling) are also automatically granted. When this permission is not granted, the following 3 permissions (Document Assembly, Comments and Form Filling) can independently be granted.
Allow Document Assembly – Assemble the document: insert, rotate or delete pages and create bookmarks or thumbnail images
Allow Annotations & Comments – Add or modify text annotations. When this permission is granted, the following permission 'Filling Form Fields & Signing' is automatically granted. When this permission is not granted, then the following permission 'Form Filling & Signing' can be granted independently. And when this permission is granted and the 'All Changes' permission is also granted, creating or modifying interactive form fields (including signature fields) is allowed.
Allow Filling Form Fields & Signing - Fill in existing interactive form fields including signature fields.
In addition to converting the Microsoft® Word files to PDF an image of the file can also be created. This section sets the options when converting the document to images.
DPI Resolution - Resolution in DPI used to render the page, 72 is the PDF native resolution.
Format - The image format used when converting the PDF documents to images
JPEG - lossy compression that will reduce image quality and size
PNG - Lossless compression does not reduce quality and has no additional options
TIFF - Lossless compression does not reduce quality but allows for more than one image per file and additional compression formats
All - Converts all the pages of the document
Pages in the range - Converts only the pages in the designated range (if the pages exist)
Start with the PDF file name - Check this option to have the file name start with the file name of the PDF document
Add - Enter additional text to append to the end of the file name
Note: Page number and file extension will be appended to the pattern to create the file name.
Minimum Digits in Page Number (Zero Pad) - the number of digits to use in the counter using zeros as padding. For example: if set to 4 digits and the current count value is 15 it will display as "0015"
This section determines what happens once the PDF document has successfully been processed. If the processing fails for any reason the document will instead rout the document using the settings set in the Trouble Handling tab.
Use this section to print the PDF file as part of processing it. Click on "Edit Details" to set the settings.
Select the printer you wish to use here. When the job is running and the printer you selected is now not available, then the current system default printer will be selected instead.
All: prints all the pages in the document
Page Range: enter a single page, a page range, or multiple pages and ranges, separated by commas.
Auto Rotate: rotate the printout to match the width and length with the paper. The portrait / landscape setting set by the user will be ignored.
Center In Printable Area: center the page in the paper. No effect if the pages in a document are larger than the paper they are being printed on.
Reduce Large Pages to Printer Margins: shrink pages so that they fit in the paper. No effect if the pages in a document are smaller than the paper they are being printed on.
Expand Small Pages to Printer Margins: expand pages to fill the paper they are being printed on. No effect if the pages in a document are larger than the paper they are being printed on.
Number of Copies: the number of copies of the document to be printed
Collate Sheets: keeps pages in order when printing multiple copies. For example, if unchecked, two copies of a three-page document will print in this order: 1,1,2,2,3,3. If checked, the order will be 1,2,3,1,2,3. This option is not available when printing only one copy.
Duplex Processing: the options to print on the front and back of pages
Print to File: Use this option to send the printer output to a file instead of the printer. When the option is checked, an output folder is necessary to know where to save the printer output files.
Output Folder: the full path to a local directory (on the server) to send the file
Note: This directory is local to where the server is running not the PAS Manager and so the file path must follow the format set by the OS of the server.
Specify Paper Source: Use this option to select a specific tray for paper source on the selected printer. When this option is left unchecked, the default tray on the printer will be used.
Use this section to change the name of the PDF file before saving. Click on "Edit Details" to set the settings.
Start with the current file name: You may use a file name based on the existing file name with some simple modifications. You may specify one string of characters to be removed. If that string is found and deleted, then the replace string will be inserted at the same location. You may also specify a prefix to use at the start of each name, and a suffix to place at the end.
Replace with new file name: You may replace every incoming file name with a new name. This is useful in some E-Mail situations. If you use this option in other situations, consider appending a counter or time stamp to prevent name conflicts.
Append date and time stamp: You can add a date a timestamp to the file name as well. This will be added to the very end of the file name based on the options set above.
Append an incriminating counter: If you have elected to append a counter, then as long as this value is zero (0) the counter will continue to increment as each file name is prepared. If you set this to any positive integer, then the next time a file name is prepared the new value will be used and the counter will increment from there.
Use this section to save the file to a folder after setting the permissions. Click on "Edit Details" to set the settings.
Folder Path: the full path to a local directory (on the server) to watch for files.
Note: This directory is local to where the server is running not the PAS Manager and so the file path must follow the format set by the OS of the server.
In one ZIP file: when checked all processed files will be placed into a single .ZIP file in the directory chosen.
When a prepared output file has the same name as an existing file the existing file could be overwritten. You may choose to have a unique name created by appending a numeric or alphabetic counter to the end of the file name. Be careful when using the overwrite option.
Use this section to send the file to an FTP server after setting the permissions. Click on "Edit Details" to set the settings.
Server: the host name of the FTP server, such as ftp.example.com
Folder: the directory on the FTP server to watch for files
User: the user name to access the server
Password: the password for the user set above
In one ZIP file: when checked all processed files will be placed into a single .ZIP file in the directory chosen.
When a prepared output file has the same name as an existing file the existing file could be overwritten. You may choose to have a unique name created by appending a numeric or alphabetic counter to the end of the file name. Be careful when using the overwrite option.
Use this section to send the file by e-mail after setting the permissions. Click on "Edit Details" to set the settings.
Send List: the "To:" field when sending the email. Multiple email addresses can be entered by using a comma and a space (i.e. john@example.com, jane@example.com)
Copy List: the "Cc:" (carbon copy) field when sending the email. Multiple email addresses can be entered by using a comma and a space (i.e. john@example.com, jane@example.com)
Importance: sets the importance of the email being sent. Can be set to Low, Normal, or High
Sensitivity: sets the sensitivity of the email being sent. Can be set to Normal, Personal, Private, or Confidential
Subject: subject line of the email being sent
Message: message to be sent with the email. The message will be sent as plain text in the body of the email.
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