General tab

To produce a PDF rendition, the basic process is to run a program that can print the document, a special Content Manager print driver is used to capture the output. In general, the Windows associated application is used for printing if it has been installed, if that is not available, the generic Content Manager viewers are used to do the printing. The General tab allows an organization to suspend specific Rendering processes for the selected dataset from a single dialog, as well as options to control the way this algorithm works for certain file types.

  • Suspend render processing on this dataset for:
    • PDF (longevity) rendering
    • Generating PDF rendering requests
    • Optical Character recognition
    • Signed copy generation (DocuSign)
  • Where possible, create PDF/A-2u compliant PDF documents - select this option to produce a PDF/A-2u compliant PDF file for all formats other than non-compliant PDF file.
  • For Microsoft Office documents, use automation to produce PDF renditions - this option currently supports Word, Excel and .TXT files. If a copy of Word / Excel is installed on the render server, and the file being rendered would normally be opened by Word or Excel, then Content Manager will use Office Automation code to open the document within that application and instruct the app to save it to PDF.

    NOTE: In some server environments, this automation may not work, and that Microsoft generally discourage using automation in server-side environments.

  • For Microsoft Office documents, use KeyView to produce PDF renditions - enable this option to use KeyView to produce PDF rendition for Microsoft Office documents.

    NOTE: If you are using OpenText Blazon for rendition, make sure to install and configure Microsoft Office. Else, enable this option to use KeyView for rendition of Microsoft Office documents.

  • For Email documents, use KeyView to produce PDF renditions - enable this option to use KeyView to produce PDF rendition for emails.

    NOTE: If you are using OpenText Blazon for rendition, make sure to install and configure Microsoft Outlook. Else, enable this option to use KeyView for rendition of email documents.

  • Convert EML mail messages to HTML - select this option to run EML mail messages through the Content Manager HTML conversion utility prior to being printed to the Content Manager print spooler. If not enabled, the EML file is printed using the standard Content Manager EML viewer.