PDF Requests tab

Organizations can configure the selection of records to be automatically have PDFs created for.

To add a new selection of records on the PDF Requests tab:

  1. Click Add.
    The New Automatic PDF Rendering dialog appears.
  2. Select the options required for the record selection. See Automatic PDF Rendering properties for details.
  3. Click OK.

To view the properties of a selection, click on the selection from the list and then click Properties.

To remove a selection, or multiple selections, select or tag the selections to be removed, click Remove.

When automatically creating PDFs, you can configure the selection of records that are to be added to the rendering queue.

The options are:

  • With Date Registered Older Than (Days) - enables you to select records to be added to the queue a certain number of days after they have been registered in the system
  • That have been Finalized for (Days) - enables you to select records to be added to the queue a certain number of days after they have been finalized in Content Manager
  • That are larger than (Megabytes) - to add records to the queue that are larger than the defined size
  • Archived - to add records to the queue as soon as their current disposition is changed to Archived Local, Archived Interim or Archived Permanent.

    You cannot use this option when the Content Manager Administration - System Options - Miscellaneous tab option Prevent permanent archival of Records that do not have a long term archival format is selected, as the two exclude each other mutually.

  • Due For Archiving in (Days) - will add records to the queue once their pending archival event falls within the time frame specified.

    NOTE: The options Archived and Due for Archiving in (Days) only work when the Schedule Event Triggers processor is set to Enabled. The Rendering module processes the record after the event has been processed.

  • In Flagged Consignments - will add records to the queue if they are added to an Archive or Transfer consignment and the consignment option Render records to long term storage format (PDF) is selected.

  • Include Only Record Types - if selected, you can tag one or more record types to be included in the queue.

    If not selected, all Record Types will be included.

  • Include Only File Types - if selected, you can enter the extensions of file types that you want to be in the queue.

    Individual file extensions can be separated with a comma or semicolon (e.g. *.doc, *.xls, *.ppt etc.).

    If not selected, all file types will be included in the queue.

    NOTE: Content Manager Enterprise Studio ignores the settings in this tab when users request renditions using the Request Rendition command in Content Manager, and will attempt to create a rendition regardless of the filters selected here.

  • Run selection on Workgroup - from the drop-down list, select the Workgroup Server to run the record selection for the automatic PDF rendition creation process on.
  • Store converted PDF file as a revision rather than a rendition - select this option to save the PDF rendition as the latest revision of the document.