Starting from Mailing Systems

PDF or XPS files attached to mail messages can be used as input for conversions.

Starting from Microsoft Outlook

settings icon

  1. Choose the Settings tool in the Kofax PDF ribbon or in a message window in Outlook.

  2. The Settings dialog box appears; open the PDF Conversion settings tab and:

  1. Click OK to close the dialog box.
     

  2. Select a message that has one or more PDF or XPS attachments.

  3. convert icon
    Click the Convert PDF tool in the main Kofax PDF ribbon, or in the window of a message with at least one PDF or XPS attachment.

  1. If the message has multiple attachments and you requested prompting, select which attachments to convert in the Attached files list dialog box. Click OK.
     

  2. Conversion with Convert Assistant lets you preview the attachments, using navigation buttons to see multiple files. Change settings if necessary.

convert all icon  convert selected icon
   Use  Convert All or Convert selected to group files that will use the same settings.

  1. A direct conversion starts immediately, with a progress monitor and some tips.

  2. The converted, editable document is displayed in a target application if requested.  

 

Previewing PDF files

You can preview PDF files attached to messages, before deciding to open or convert them. A Preview File button appears when a PDF attachment is clicked. Deselect the checkmark Always warn before processing this type of file to allow a click on a PDF file to display it immediately.