Converting documents to PDF

You can convert a Word document or Excel spreadsheet in FYI to create a PDF copy. This is useful when you need to email the document as a PDF attachment.

You can create the PDF as a separate document or thread it with the original document.

For forms, follow the steps for converting forms to PDF.

Before you begin

• Ensure the document to be converted is not being edited. Documents in Edit mode can't be converted to PDF. Save any changes and finish editing in FYI before converting.
• For Excel spreadsheets, check the print settings before converting, as these determine the layout of the PDF.

Converting a document to PDF

Using the Documents list

1. From a Documents list, select the Word document or Excel spreadsheet you want to convert.
2. From the toolbar, choose one of the following options:

   • Convert: Select Convert to create a separate PDF document. The original document and PDF display individually in the list.

     

   • Convert with threading: Select the drop-down next to Convert, then select Convert with threading. FYI creates a new PDF document and threads it with the original document. The PDF displays as the latest document in the thread.

     

FYI creates and files the PDF copy using the same name and filing details as the original document.

Practices on the Pro or Elite plan can edit the PDF directly in FYI.

Using an automation

To convert documents automatically as part of an automation process, use the Convert to PDF process step.

Print settings for Excel spreadsheets

Excel spreadsheets converted to PDF retain the print settings applied in Excel. Before converting, adjust these settings as required. For example:

• Set the page orientation to landscape.
• Repeat column headings on each page.
• Add a header to each page.

The following example shows a PDF with these print settings applied.