Convert Text to PDF

This tab is used to convert text documents to PDF and then allows for routing of the output file after optionally changing its name. The tab has the following sections:

Text to PDF Settings

These options set the formatting for the PDF that is created from the text document.

Page Size

Width - The width of the newly created PDF document

Height -  The height of the newly created PDF document

Units - Units to use when calculating the position of the header and footer. This can be inches, points, centimeters, or millimeters. Points are calculated in the PDF standard, 72 points per inch.

Margins

Top - The distance of the margin from the top

Bottom - The distance of the margin from the bottom

Left - The distance of the margin from the left

Right - The distance of the margin from the right

Font

Font - The font for the header and footer

Font Size - The font size for the header and footer

B - Makes all of the text Bold

I - Makes all of the text Italic

Background

Use Background - Sets an image to be used as the background on the newly created document. Enter the full path to the image file on the server. Accepted formats are jpg, png, & tiff.

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.

Output Routing Options

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.

Print the PDF DocumentPrint the PDF Document  

Use this section to print the PDF file as part of processing it. Click on "Edit Details" to set the settings.

Printer

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.

Print Range

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.

Page Handling

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.

Options

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.

Change the Output File NameChange the Output File Name

Use this section to change the name of the PDF file before saving. Click on "Edit Details" to set the settings.

Renaming Options

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.

Tracking Options

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.

Save the Output File to a FolderSave the Output File to a Folder

Use this section to save the file to a folder after setting the permissions. Click on "Edit Details" to set the settings.

Location

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.

Save

In one ZIP file: when checked all processed files will be placed into a single .ZIP file in the directory chosen.

Name Collision Logic

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.

FTP the Output FileFTP the Output File

Use this section to send the file to an FTP server after setting the permissions. Click on "Edit Details" to set the settings.

Destination

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

Save

In one ZIP file: when checked all processed files will be placed into a single .ZIP file in the directory chosen.

Name Collision Logic

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.

E-Mail the Output FileE-Mail the Output File

Use this section to send the file by e-mail after setting the permissions. Click on "Edit Details" to set the settings.

Recipients

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

Content

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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