Using DocumentManager - Printing to Document Manager

Manage Documents by Printing to the Remote File CabiNET Folder

The Print to Digital File feature allows you to manage documents by printing directly to a folder from within any software application. The printed document is converted to the .PDF file format and securely stored in destination folder of your choice.

To print documents to a folder:

• From any Windows application, select Print.
• Select PortalsXpress Digital File for the printer.
• Once the application has printed the document, PortalsXpress will display the Select Print/Scan Destination dialog.
• Select Remote File CabiNET and navigate to the destination folder where you wish to store the PDF file and click the OK button.
• The PDF file will transfer to the selected destination folder and will automatically be named using the current date. You can rename the file as necessary