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Creating PDF Files from Microsoft Word

Power PDF Create provides a Kofax PDF tab and ribbon for Microsoft Word with the following tools.


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Create PDF

Generate a PDF file from the current Word document, transferring the hyperlinks, bookmarks, comments and document information (metadata) to the PDF file according to the Creation Settings. Using the File/Print menu results in a PDF file without these elements. Because of the additional processing, this type of conversion might be slightly slower.

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Create PDF and E-mail

Create and save a PDF and also have a copy as attached to a new empty e-mail message, ready to be sent.

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Creation Settings

Open the Kofax PDF Settings for Word dialog box. Use this to set transfer of bookmarks, links, comments and metadata from Word to the resulting PDF file and also to create a tagged PDF and access the Power PDF Properties dialog box under Advanced Settings.

 

To make settings before PDF creation

  1. Click Creation Settings.

  2. Ensure the check box Generate Bookmarks, Links, Comments, Tags in resulting PDF file is selected.

  3. Enable or disable each component in each tab, making choices for enabled items.

  4. Optionally, choose Embed Metadata on the Advanced Settings page to have the Word file’s existing document information (metadata) transferred to the PDF.

Please be aware, that metadata transfer overrides any information added manually through the Document Settings dialog box!

  1. Click the Advanced Settings button in the Advanced Settings panel to access settings in the Power PDF Properties for compression, fonts, security, watermarks and more.

Note

Tagging a long PDF may take several minutes. Choose this only if you really need a tagged PDF.

 

To start PDF creation

  1. Click the Create PDF or Create PDF and e-mail tool or use the corresponding menu items.

  2. Accept or change the default target folder and file name in the Save As dialog box that appears.

  3. If you did not choose to transfer metadata from the Word document, you may add document information through the Document Settings dialog box. To start the Document Settings dialog box, select the Document Settings check box, then click Edit.

  4. Select the View resulting PDF check box in the General tab of the Kofax PDF Properties dialog box to have the PDF document displayed.

Note

If the Kofax PDF tab and ribbon are not displayed, consult the Troubleshooting topic.

Tip

You can also display the Power PDF Properties dialog box if you choose the Power PDF printer driver in the Print dialog box and then click Printer Properties.