Digital File - Printing To the Digital File
Manage Documents by Printing To the Digital
File
The Print to Digital File feature allows you to manage
documents by printing directly to a contact's digital file
from within any software application. The document is
converted to a .PDF file format and securely stored in the
client's digital file.
To print documents to the digital file
- Open a digital file. (A contact's digital file must be
open in order to print directly to it.)
- Open Notepad (a text file application on every Windows
PC). From the Start menu, select Programs, then
Accessories, and then Notepad. This will create a new
Notepad file.
- Type "This is a new file".
- From the File menu, select Print.
- Choose "PortalsXpress Digital File" from the Select
Printer location in the Print dialog and then click the
Print button.
- Select a folder in the digital file when the Select
Print/Scan Destination dialog appears and click OK.
- Notice that the printed document is stored in the
digital file as a .PDF file with today's date as the
title.
- Rename the .PDF file by right-clicking on the newly
created file and select Rename. The file name will
highlight and display a blinking cursor at the end of the
file name. Type in "Notepad File.pdf" and press the Enter
key. The printed document is now stored in the digital file
as Notepad File.pdf.
You can easily manage your documents with PortalsXpress by
printing directly to a digital file.
Note: You must have Adobe Acrobat Reader to view .PDF
files. This feature not currently available in Windows
Vista.
Introduction
Welcome to ContactManager