Request: Can there be an easy way to create a PDF file from an attached Microsoft Word file? I know the system does it when routing, but I’d like to open the PDF file and mark it up or add a signature to it before routing.
Yes! There is an option on the Attachment row’s drop-down menu that lets you create a PDF version of a Microsoft Word file. When you use this option, the Word file becomes locked (which means no one can change it) and the Include status for that file changes to Not Sent. The PDF file is attached with an Incl status of PDF.
Click the View icon to view the PDF or add a markup to it (if you have permission to do so).