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View Documents in PDF

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Save as PDF

This new feature enables the user to download any document like word, notepad or rich text etc. and view the downloaded document in PDF.

To enable the functionality the user must meet two conditions in the app as follows:

1. Enable a setting in the Business rule:

a. Navigate to Business Rules > Admin > Document > Display Document to End Users in PDF, not Google Docs.

2. Enable a checkbox option while creating a new document:

a. Navigate to Documents > New Document > Upload a document > In the Type field enable the option End Users View Only checkbox option > Save the form.

View Documents in PDF 1

3. In the Documents view section, click on the document to download from the list of documents.

4. Open the downloaded document. The document is opened in the PDF format.