Document Control

DMS Converts Word Documents to PDF, Add watermark to Documents

QPack allows converting approved documents to PDF on document approve event (when last signer e-sign the document)

Note: In order to enable this function, you need to setup the “Convert approved documents to PDF” in admin->system settings

This is how it works:

1. When document is approved, and type of document is MSWord, QPack does the followings

1.1  Generates cover letter with e-sign details

1.2  Saves a PDF version of the Word document

1.3 Merge the cover letter and PDF document into one file, while cover letter is the first page

1.4  Review all former instances of the document. Add watermark “Obsolete” to obsolete documents, add draft watermark to old draft documents

 

2. When document is approved, and type of document is PDF, QPack does the followings

2.1  Generates cover letter with e-sign details

2.2 Merge the cover letter and PDF document into one file, while cover letter is the first page

2.3  Review all former instances of the document. Add watermark “Obsolete” to obsolete documents, add draft watermark to old draft documents

 

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