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2. Selectthefile,thenselectTools>Transform>MoreFormats
TheSelectTransformationtabappearsdisplayingtheselectedfileandtheavailable
transformationsfortheselectedfile.
3. SelectConvertDocumenttoPDFwithWatermarkoption.ClickNext.
TheTransformationDetailstabappears.
4. Enterthetextforthewatermark.Setthefont,fontsize,color,andplacementofthe
watermark.lickNext.TheSaveAsscreenappears.
5. TochangethedefaultPDFsettings,setChangeDefaultPDFSettingstoYes.
Additionalparametersrelatingtobookmarks,hyperlinks,minimumcompatibility
(PDFversions),andoptimizingforwebviewingaredisplayed.Selectthenew
valuesasrequired.
6. ToenablethePDFsecurityfeature,setEnablePDFSecurity,toYes.Additional
parametersrelatingtoencryption,passwords,andaccessibilityaredisplayed.Set
theparametersasrequired.
ClickNext.TheSaveAsscreenappears.
7. IfyouselectedCreateaNewRendition,theRenditionDefinitionscreenappears.
EnteradescriptionoftherenditionintheRenditionDescriptionfield.
• ClickSaveTransformationifyouwishtoperformthistransformationeverytime
theparentobjectisversioned.
• ClickSetAsDefaultPreview,ifyouwishtosetthisrenditionasthedefault
previewrendition.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish.
8. IfyouselectedCreateaNewObject,theNewObjectDefinitionscreenappears.Enter
atitleofthenewobjectintheTitlefield.Performanyofthefollowingasrequired:
• SelecttheobjecttypefromtheObjectTypelistbox.
• ClickEditnexttoPermissionSetifyouwishtochangepermissionparameters.
ClickOK.
• ClickEditnexttoLifecycleifyouwishtochangedocumentlifecycleinformation.
ClickOK.
• ClickNewLocationoptiontochangeandlogthenewfilelocation.ClickOK.
• ClickSaveTransformationifyouwishtoapplythistransformationeverytime
theparentobjectisversioned.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish
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9. Thetransformationrequestisimmediatelysenttotheappropriatequeuefor
processing.
CreatingPDF/AandPDF/Xcompliantles
AdvancedDocumentTransformationServicessupportsthecreationandvalidationof
PDF/AandPDF/Xcompliantfiles.PDF/Aisanapplicationstandard,aswellasafile
formatstandard,forallbusinessaddressinglong-termarchivalofdocumentation.PDF/X
isanapplicationstandard,aswellasafileformatstandard,forthegraphicartsindustry,
thatdefineshowapplicationscreatingandreadingPDF/Xfilesshouldbehaveforpress
output.Selectapluginfiledependingonwhichconformancelevelyouwishtocreate,
AdvancedDocumentTransformationServicescreatesPDF/AandPDF/Xcompliant
documents.
TocreateaPDF/Acompliantle:
1. Navigatetothefilethatyouwanttotransformtocreateanewrendition.
2. Selectthefile,thenselectTools>Transform>MoreFormats
TheSelectTransformationtabappearsdisplayingtheselectedfileandtheavailable
transformationsfortheselectedfile.
3. SelectConverttoPDF/Aoption.ClickNext.
TheTransformationDetailstabappears.
4. EnableordisablePDFPre-Fight.
5. Ifaheaderisrequired,enablethisoptionusingtheHeaderlistbox.Ifafooteris
required,enablethisoptionusingtheFooterlistbox.ClickNext.
6. Ifyouenabledeithertheheaderorthefooterorboth,theTransformationDetailstab
refreshes.Entertheheaderand/orfootertextandformattingdetails.ClickNext.
7. TheSaveAsscreenappears.Selectoneofthefollowing:
• CreateaNewRendition
• CreateaNewObject
SelectingCreateaNewObjectwillallowyoutousethisobjectinitsown
workflow,createatranslationofit,applyitsownpermission,etc.
8. IfyouselectedCreateaNewRendition,theRenditionDefinitionscreenappears.
EnteradescriptionoftherenditionintheRenditionDescriptionfield.
• ClickSaveTransformationifyouwishtoperformthistransformationeverytime
theparentobjectisversioned.
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• ClickSetAsDefaultPreview,ifyouwishtosetthisrenditionasthedefault
previewrendition.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish.
9. IfyouselectedCreateaNewObject,theNewObjectDefinitionscreenappears.Enter
atitleofthenewobjectintheTitlefield.Performanyofthefollowingasrequired:
• SelecttheobjecttypefromtheObjectTypelistbox.
• ClickEditnexttoPermissionSetifyouwishtochangepermissionparameters.
ClickOK.
• ClickEditnexttoLifecycleifyouwishtochangedocumentlifecycleinformation.
ClickOK.
• ClickNewLocationoptiontochangeandlogthenewfilelocation.ClickOK.
• ClickSaveTransformationifyouwishtoapplythistransformationeverytime
theparentobjectisversioned.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish
10. Thetransformationrequestisimmediatelysenttotheappropriatequeuefor
processing.
AdvancedDocumentTransformationServicescreatesPDF/Xcompliantdocumentsthat
arePDFX-1a-2001orPDFX-3–2002standard.
TocreateaPDF/Xcompliantle:
1. Navigatetothefilethatyouwanttotransformtocreateanewrendition.
2. Selectthefile,thenselectTools>Transform>MoreFormats
TheSelectTransformationtabappearsdisplayingtheselectedfileandtheavailable
transformationsfortheselectedfile.
3. SelectConverttoPDF/Xoption.ClickNext.
TheTransformationDetailstabappears.
4. SelectPDFcompliance,PDFX-1a-2001orPDFX-3–2002fromthelistbox.
5. Ifaheaderisrequired,enablethisoptionusingtheHeaderlistbox.Ifafooteris
required,enablethisoptionusingtheFooterlistbox.ClickNext.
6. Ifyouenabledeithertheheaderorthefooterorboth,theTransformationDetailstab
refreshes.Entertheheaderand/orfootertextandformattingdetails.ClickNext.
7. TheSaveAsscreenappears.Selectoneofthefollowing:
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• CreateaNewRendition
• CreateaNewObject
SelectingCreateaNewObjectwillallowyoutousethisobjectinitsown
workflow,createatranslationofit,applyitsownpermission,etc.
8. IfyouselectedCreateaNewRendition,theRenditionDefinitionscreenappears.
EnteradescriptionoftherenditionintheRenditionDescriptionfield.
• ClickSaveTransformationifyouwishtoperformthistransformationeverytime
theparentobjectisversioned.
• ClickSetAsDefaultPreview,ifyouwishtosetthisrenditionasthedefault
previewrendition.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish.
9. IfyouselectedCreateaNewObject,theNewObjectDefinitionscreenappears.Enter
atitleofthenewobjectintheTitlefield.Performanyofthefollowingasrequired:
• SelecttheobjecttypefromtheObjectTypelistbox.
• ClickEditnexttoPermissionSetifyouwishtochangepermissionparameters.
ClickOK.
• ClickEditnexttoLifecycleifyouwishtochangedocumentlifecycleinformation.
ClickOK.
• ClickNewLocationoptiontochangeandlogthenewfilelocation.ClickOK.
• ClickSaveTransformationifyouwishtoapplythistransformationeverytime
theparentobjectisversioned.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish
10. Thetransformationrequestisimmediatelysenttotheappropriatequeuefor
processing.
ConvertingdocumenttoPDF
Thisoptionconvertsthedocumenttoaweb-optimizedPDFwiththefollowing
parameters:
• Bookmarksandhyperlinksareenabled
• MinimumcompatibilityissetforPDFversion1.2
• Fastwebviewisenabled
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ToconvertadocumenttoPDF:
1. Navigatetothefilethatyouwanttotransformtocreateanewrendition.
2. Selectthefile,thenselectTools>Transform>MoreFormats
TheSelectTransformationtabappearsdisplayingtheselectedfileandtheavailable
transformationsfortheselectedfile.
3. SelecttheConvertDocumentToPDFoption.ClickNext.
Therearenoparameterstospecifyforthistransformation.TheSaveAsscreen
appears.
4. Selectoneofthefollowing:
• CreateaNewRendition
• CreateaNewObject
SelectingCreateaNewObjectwillallowyoutousethisobjectinitsown
workflow,createatranslationofit,applyitsownpermission,etc.
5. IfyouselectedCreateaNewRendition,theRenditionDefinitionscreenappears.
EnteradescriptionoftherenditionintheRenditionDescriptionfield.
• ClickSaveTransformationifyouwishtoperformthistransformationeverytime
theparentobjectisversioned.
• ClickSetAsDefaultPreview,ifyouwishtosetthisrenditionasthedefault
previewrendition.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish.
6. IfyouselectedCreateaNewObject,theNewObjectDefinitionscreenappears.Enter
atitleofthenewobjectintheTitlefield.Performanyofthefollowingasrequired:
• SelecttheobjecttypefromtheObjectTypelistbox.
• ClickEditnexttoPermissionSetifyouwishtochangepermissionparameters.
ClickOK.
• ClickEditnexttoLifecycleifyouwishtochangedocumentlifecycleinformation.
ClickOK.
• ClickNewLocationoptiontochangeandlogthenewfilelocation.ClickOK.
• ClickSaveTransformationifyouwishtoapplythistransformationeverytime
theparentobjectisversioned.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish
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7. Thetransformationrequestisimmediatelysenttotheappropriatequeuefor
processing.
ExtractingMIMEbodyandattachments
ThisoptionisavailablewhentransformingEMLorMSGfilesonly.MultimediaInternet
MailExtension(MIME)bodyandattachmentscanbeextracted.
ToextractMIMEbodyandattachments:
1. Navigatetothefilethatyouwanttotransformtocreateanewrendition.
2. Selectthefile,thenselectTools>Transform>MoreFormats
TheSelectTransformationtabappearsdisplayingtheselectedfileandtheavailable
transformationsfortheselectedfile.
3. SelectExtractMIMEbody/attachmentsoption.ClickNext.
TheTransformationDetailstabappears.
4. Selectaformatoutput(eithertextorrichtext).
5. Specifywhethertoextractattachments.Attachmentswillbestoredasthedefault
systemobjecttype,dm_document.
6. WhenExtractAttachmentsissettoTrue,youneedtospecifyiftheyshouldbe
storedasrelatedobjectsorvirtualdocuments.ClickNext.
TheSaveAsscreenappears.
7. Selectoneofthefollowing:
• CreateaNewRendition
• CreateaNewObject
SelectingCreateaNewObjectwillallowyoutousethisobjectinitsown
workflow,createatranslationofit,applyitsownpermission,etc.
8. IfyouselectedCreateaNewRendition,theRenditionDefinitionscreenappears.
EnteradescriptionoftherenditionintheRenditionDescriptionfield.
• ClickSaveTransformationifyouwishtoperformthistransformationeverytime
theparentobjectisversioned.
• ClickSetAsDefaultPreview,ifyouwishtosetthisrenditionasthedefault
previewrendition.
Note:Aformatmustberichmedia_enabledtoallowfortransformationwheneverit
isversioned.
ClickFinish.
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