Synchronizing the Secondary Format

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 referred to as Secondary Format and though this setting is generally transferred from Document Type, it can be changed by the document owner. When activated, a cover page containing important information for the document, such as Approval Signatures and Revision History is also generated.

NOTE: Once a document is routed for review, SmartComm automatically synchronizes the secondary format. This functionality can be used to generate and view the PDF of the document prior to review.

1. From the Document record, click the Action > Synchronize Secondary Format.
   Result: SmartComm performs the synch function and the PDF is generated/synchronized.
   

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

Changing the Secondary Format Preference

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