Optimizing documents to PDF

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Optimizing documents to PDF

Optimization is a process in which a native file is reprocessed to a PDF file, for more optimized viewing in the viewer. You can run optimization on a single document, a query, or all documents in a database. Optimization is most useful for the reprocessing of native file types that are not supported by the "on-the-fly" processing that occurs when you open a document in the viewer. A good example would be an HTML file, which is a file type not supported by the on-the-fly processor. In order to view an HTML file, the file needs to be reprocessed to PDF format. Once this optimization is done, the PDF can then be viewed in the viewer.

In some instances, the optimization may not be able to optimize a file, for example, when a file has become corrupt. When this occurs, the optimization process tags the file with an "Import Errors" tag. After optimization has completed, you can run a query on the Import Errors tag to find out what, if any, documents could not be optimized. You can then check the log file to find out why those files could not be optimized.

When you optimize a document that has already been OCR'ed, any notes, issues, and issue tags in the OCR field of that document's record is removed. Notes, issues, and issue tag if fields other than the OCR field are not removed.

To Optimize a Single Dobument

1.In either Browse or Table view, select the document you want to optimize.

2.From the File menu, select Administration, then Optimize, and then Optimize Current Document.

i.A dialog opens stating that you will lose markups and notes associated with the OCR fields, and asks if you want to continue.

3.Click Yes.

i.The document conversion process runs. When it completes, the document-level text displays in the OCR field of the record, and the PDF copy of the native file can be viewed in the viewer.

4.Click on the Camera button to view the PDF copy of the document in the viewer.

To Optimize a Query

You can use a query to locate specific documents, and then run the optimization on the results of the query.

1.Run a query to gather the documents you need to optimize.

2.From the File menu, select Administration, then Optimize, and then Optimize Current Query.

i.A dialog opens stating that you will lose markups and notes associated with the OCR fields, and asks if you want to continue.

3.Click Yes.

i.The document conversion process runs. When it completes, the document-level text displays in the OCR field of the record, and the PDF copies of the native files can be viewed in the viewer.

4.Click on the Camera button to view the PDF copies of the documents in the viewer.

To Optimize All Documents

1.Open the database.

2.From the File menu, select Administration, then Optimize, and then Optimize Entire Database.

i.A dialog opens stating that you will lose markups and notes associated with the OCR fields, and asks if you want to continue.

3.Click Yes.

4.Click on the Camera button to view the PDF copies of the documents in the viewer.