About Kofax PDF Ribbons in Integrated Applications

Kofax PDF ribbon buttons in Microsoft Word

The Kofax PDF ribbon 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.

Displaying the 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 ribbon of an integrated application, see Troubleshooting.

Integrated application	Tools in the Kofax PDF ribbon or drop-down list	Corresponding drop-down menu items or tool names
Microsoft Word Microsoft Excel Microsoft PowerPoint		Kofax PDF menu: Create PDF Kofax PDF menu: Create PDF and E-mail Kofax PDF menu: Creation Settings
Microsoft Word Microsoft Excel Microsoft PowerPoint	and in Word only:	PDF Convert and in Word only: Conversion Settings
Main window in Microsoft Outlook		PDF Convert Archive folder Archive mail Create PDF from attachments Attach file to mail as PDF Kofax PDF Settings (for both Create and Convert)
Message window in Microsoft Outlook		PDF Convert Archive mail Create PDF from attachments Attach file to mail as PDF Kofax PDF Settings (for both Create and Convert)
Microsoft Internet Explorer (on the right in the Menu bar)		Create button: Create PDF from the web page Create button: Create PDF and add to existing PDF Create button: Create PDF and send in e-mail Create button: Create PDF and send to DMS PDF Create Options (for page sizing)

The Create buttons

picture for Create PDF button

This button lets you create a PDF file from the currently opened document, web page or mail attachments.

This button creates and lets you save a PDF from any source except a mailing system and attaches a copy to an empty e-mail message ready for sending.

This button lets you define settings.

- In Word it opens the Power PDF Settings for Word dialog box where you can define how bookmarks, links, comments and tags are transferred to the PDF and under Advanced Settings you can access the Power PDF Properties dialog box.
- In Excel it displays the Power PDF Settings for Excel dialog box where you can define how bookmarks, links and comments are transferred to the PDF and specify the addressing mode for the link target document, and under Advanced Settings you can access the Power PDF Properties dialog box.
- In PowerPoint it displays the Power PDF Settings for PowerPoint dialog box where you can define how bookmarks, links and comments are transferred to the PDF and specify the addressing mode for the link target document, and under Advanced Settings you can access the Power PDF Properties dialog box.

The 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 choose 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.

Tips

To access the Power PDF Properties dialog box in Word, choose File > Print, then the Power PDF printer driver and click the Properties button.

In Excel, to create a PDF file from the whole workbook, enable the toggle Convert entire Workbook in the Power PDF dialog box.

The Kofax PDF ribbon in Microsoft Outlook

	Starts conversion of a PDF or XPS attachment with the settings specified in the PDF Conversion settings tab of the Settings dialog box.
	Archive folder lets you archive the currently selected mail folder in the main window to a set of PDF files. See About archiving.
	Archive mail lets you archive the currently selected items to a set of PDF files. See About archiving.
	Create PDF from attachments lets you create PDF files from attachments of supported file types. Find the control in the main Outlook window
	Attach file to mail as PDF lets you convert a local file to PDF and attach it to an outgoing mail or reply. Find this control in the message window of the mail you will send.
	Settings lets you define creating, archiving and PDF conversion settings

Power PDF Internet browser extension

Kofax Power PDF offers the following commands in the Kofax PDF Create extension in supported Internet browsers.

Tip: In Internet Explorer, click the right arrow next to the PDF Create icon (). In other browsers click the icon to open the drop-down menu.

	Open in Kofax Power PDF (in Edge only) Note: This command is enabled only when viewing a PDF file in the browser.
	Create PDF from the web page
	Create PDF and add to existing PDF
	Create PDF and send in e-mail
	Create PDF and send to DMS
	Show "Open in Kofax Power PDF" (in Edge only)

Note: The Power PDF installer handles the Internet Explorer integration. For other browsers, you need to install the Kofax PDF Create extension.

In Edge, the Open in Kofax Power PDF floating command panel appears automatically when viewing PDF files. To disable the panel, clear the Show "Open in Kofax Power PDF" setting in the extension menu.

In Internet Explorer, you can right-click on a link to a PDF or XPS file and choose Open with Convert Assistant from the shortcut menu to convert it to an editable format. The menu item can be chosen for all browser links, but functions only when it points to a PDF or XPS file.