About Kofax PDF tabs in integrated applications
Kofax Power PDF offers its core features in several Microsoft Office and Browser applications.
Overview of toolbar buttons in integrated applications
To use a PDF toolbar in other applications, Kofax Power PDF should be integrated in these applications. You can enable or disable the integration during a Custom Setup.
If you do not see these buttons in the tab of an integrated application, see Troubleshooting.
Integrated application | Tools in the Kofax PDF tab | Corresponding drop-down menu items, or tool names |
Microsoft Word Microsoft Excel Microsoft PowerPoint |
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Kofax PDF menu: Create PDF |
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Kofax PDF menu: Create PDF and E-mail | |
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Kofax PDF menu: Creation Settings | |
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PDF Convert | |
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Conversion Settings | |
Main window in Microsoft Outlook |
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PDF Convert |
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Archive folder | |
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Archive mail | |
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Create PDF from attachments | |
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Attach file to mail as PDF |
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Kofax PDF Settings (for both Create and Convert) |
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Message window in Microsoft Outlook |
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PDF Convert |
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Archive mail | |
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Create PDF from attachments | |
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Attach file to mail as PDF | |
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Kofax PDF Settings (for both Create and Convert) |
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Microsoft Internet Explorer (on the right in the Menu bar) |
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Create button: Create PDF from the web page |
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Kofax PDF toolbar: Create PDF and add to existing PDF | |
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Kofax PDF toolbar: Create PDF and send in e-mail | |
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Kofax PDF toolbar: Create PDF and send to DMS | |
"Settings" | Kofax PDF toolbar: PDF Create Options (for page sizing) |
Kofax PDF tab options in Microsoft Office
The Kofax PDF tab offers tools for PDF creation and unlocking (conversion). The three Create buttons correspond to the Kofax PDF menu items.
In Microsoft Excel and PowerPoint, there is no Convert Settings tool, since these programs accept Standard document processing only.
The Kofax PDF tab in Microsoft Outlook includes the following tools.
Icon | Description |
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Convert PDF: Starts a conversion of PDF or XPS attachments with the settings specified in the PDF Conversion settings tab on the Settings dialog box. |
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Archive folder: Archive the currently selected mail folder in the main window to a set of PDF files. This tool is available only in the Outlook main window. See About archiving. |
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Archive mail: Archive the currently selected items to a set of PDF files. See About archiving. |
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Create PDF from attachments: Create PDF files from attachments of supported file types. This tool is available in the Outlook main window toolbar only, becomes active only if the current message has at least one attachment of a file type suitable for conversion to PDF. See Creating PDF files from mail attachments. |
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Attach file to mail as PDF: Convert a local file to PDF and attach it to an outgoing mail or reply. You must select a mail message to use this option. |
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Settings: Set preferences for creating, archiving and converting PDF files. |
About Create buttons
Create a PDF file from the currently opened document, web page or mail attachments.
Create and save a PDF from any source except a mail system and attach a copy to a new e-mail message ready for
sending.
Define optional settings:
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In Word, open the Kofax PDF Settings for Word dialog box where you can define how bookmarks, links, comments and tags are transferred to the PDF. Under Advanced Settings, you can access the Kofax PDF Create Properties dialog box.
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In Excel, display the Kofax PDF Settings for Excel dialog box where you can define how bookmarks, links and comments are transferred to the PDF. Also specify the addressing mode for the link target document. Under Advanced Settings, you can access the Kofax PDF Create Properties dialog box.
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In PowerPoint, display the Kofax PDF Settings for PowerPoint dialog box where you can define how bookmarks, links and comments are transferred to the PDF. Also specify the addressing mode for the link target document. Under Advanced Settings, you can access the Kofax PDF Create Properties dialog box.
About Convert buttons
Use the
Open PDF/XPS tool to select a single PDF or XPS file to be converted and opened in the current
application, ready for editing.
Access conversion settings to select a preferred conversion mode in Word (direct conversion as Standard, Form or
Legal, or use Convert Assistant). In Excel and PowerPoint there is no choice: the mode is always a direct conversion as Spreadsheet
and Standard Document, respectively.
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To access the PDF Create Properties dialog box in Word, select , then the Kofax PDF printer driver and click the Properties button.
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In Excel, to create a PDF file from the whole workbook, enable the toggle Create PDF from Entire Workbook in the Kofax PDF menu.
Power PDF drop-down list in Internet browsers
Kofax Power PDF offers the following
tools on the Power PDF
toolbar in supported Internet browsers. Click the arrow right to the icon (Internet Explorer), or click the icon (other browsers) to open the
menu.
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In Internet Explorer or Mozilla Firefox, you can right-click a link to a PDF or XPS file and select PDF Convert from the shortcut menu to convert it to an editable format. The menu item is available for all browser links, but functions only when it points to a PDF or XPS file.