Changing the Secondary Format Preference

When a document is checked in, Document Management can automatically create a PDF file, known as a secondary file, of that document. This feature is controlled by Secondary Format settings and is transferred from Document Type. If the Seconday Format is set to Enabled or AutoSync in the document type, the document owner can change the Secondary Format setting in the document.

1. From the Document record, click the Action > Change Secondary Format Preference.
   
2. Click the drop down arrow and select the new secondary format.
3. Click the Save button.
   Result: The new secondary format is displayed in the Content section of the Document record.

See Also

Editing a Document

Deleting a Document

Changing the Document Owner

Changing the Document Role

Creating a New Revision of a Document

Copying a Document Record

Synching the Secondary Format

Automatically Expiring a Document

Tracking Content and Profile Viewing History for a Document

Showing Document Access Warnings

Enabling Work Group Access for a Document Record

Document End User Steps

Document Tree Actions