Converting PDF and XPS Files from Document Management Systems

With Power PDF, you can import PDF and XPS files into Convert Assistant from all supported DMS types, as described in Starting from a Document Management System.

Alternatively, when working in a DMS, you can select one or more PDF or XPS files inside the DMS, call Convert Assistant, perform the conversion with full control over the process and then save the resulting file to your local file system or back to a location inside the DMS. Resulting files should be inspected and compared to the source before being archived.


Microsoft SharePoint:

An administrator must configure SharePoint to make the conversion function available. To create an editable file from one or more PDF or XPS files from SharePoint, select Open in PDF Converter from the context menu. Your menu item may vary, depending on the name assigned by the administrator.


eDOCS:

To create an editable file from one or more PDF or XPS files from eDOCS, select Open in Convert Assistant from the context menu.


iManage WorkSite:

Select one or more PDF or XPS files and select Open with Convert Assistant on the Kofax PDF toolbar or from the context menu. See About the iManage Add-on toolbar for details.

 

Convert files from the iManage web interface

You need the following for this task:

  • The Power PDF add-on for iManage 10 installed on the iManage server.
  • A working iManage account.
  1. Using your internet browser, log in to iManage.
  2. Select one or more PDF or XPS files to convert.
  3. Run the Open with Convert Assistant command by proceeding with any of the following:
    • Click the … icon beside the document on the right, then select Convert PDF (Convert PDF icon).
    • Click Convert PDF (Convert PDF icon) on the header of the document list.
    • Open the preview of the document, then click Convert PDF (Convert PDF icon) on the header.
  4. The Kofax Convert Assistant dialog box appears. Set the file order, processing options, and output format as you prefer.
  5. Among the output options, select iManage in the DMS list. See Saving to Document Management Systems for details.
  6. Click Convert Selected (Convert Selected icon) to start the conversion process and the upload.

 

Note

In Worldox, Documentum and DocuShare you cannot open source files directly from your Document Management System. You have to get the source files from the DMS into Convert Assistant through the Open drop-down list or File Menu. See: Starting from a Document Management System.