How to Create a Copy and Create a copy as PDF - Activity Folders
Overview
Within the Activity Folders, we have a function available to create a copy of a specific document or create a copy as PDF.
How to Create a Copy and Create a copy as PDF
Extra information for admins, KB article How to create and manage a new Activity Folders panel and for users Use the Activity Folders in SuperOffice CRM
You can create a copy from a document and create a copy as PDF (convert a document on the fly to PDF format). The following document formats are supported: pdf, word, excel, powerpoint and text.
Right mouse click on the document you want to have a copy from and choose your action.
Merge as PDF
When you select more than 1 document you can merge the documents to a pdf file with a right-click and select Merge as PDF
Merge option:
- Name the document
- Set a date other than the current date
- Create a table of content
- Change the order of your documents or remove documents
After you click Merge documents the SuperOffice document dialog will be opened from where you can open and save your new pdf document.
