<< Click to Display Table of Contents >> Navigation:  Client Manual > Features > Integrations > MS Office Add-ins > Creating PDF and PDF-A Copies

You can generate standard or archival PDF copies of Office documents directly from the Docsvault Toolbar.
 

How It Works:

 

1. When the open document is not saved in Docsvault yet or is not open for editing (checked out) from Docsvault:
 

•Navigate to the Docsvault toolbar in the office application.

•Choose Create PDF Copy or Create PDF-A Copy

•Users can select the desired folder/metadata to save the generated PDF or PDF-A copy.

 
After the PDF is created and saved to Docsvault, the PDF automatically opens for immediate review. This allows you to review the newly created PDF without having to switch to Docsvault, locate the file, and open it manually.
 
Depending on the double-click mode configured in Tools > Options > CheckIn/Out, the PDF opens in either View (Read-Only) or Edit (Checked-Out) mode.

 

2. When the open document is checked out for editing from Docsvault:

 

•Navigate to the Docsvault toolbar in the office application.

•Choose Create PDF Copy or Create PDF-A Copy

•The generated PDF or PDF-A copy will be automatically saved to the same location as the existing open file with the same metadata.

 

This feature makes it easy to maintain both editable Office files and non-editable PDF versions side by side, helping ensure compliance and document integrity.