Converting files to PDF
Docubird lets you convert files directly to PDF without leaving the app. This is useful when you want to share documents in a fixed format or archive without leaving editable versions behind. The feature is available in both the Docubird Document Manager and add-ins for Outlook and Office.
Download or save PDF
Docubird has 2 ways of PDF creation, depending on where you want to save the new PDF:
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Opslaan als PDF
Maak een PDF-kopie en sla deze op binnen Docubird. De originele versie blijft bewaard en de PDF wordt toegevoegd aan dezelfde opslaglocatie in SharePoint of Teams. Gebruik dit wanneer je de PDF wilt delen met collega’s of onderdeel wilt maken van het dossier.
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Download as PDF
Download a PDF copy to your device. The PDF is not stored in Docubird. Use this when you want to save the document locally or share it externally.
You can convert not only Word documents, but also other file types to PDF (such as Excel).
Creating PDFs through the action menu
The Save as PDF and Download as PDF options can be used directly from Docubird Document Manager (app.docubird.com) and the add-in for Outlook and Office.
- Navigate to the appropriate file location
- Open the action menu (⋯)
- Choose Save as PDF or Download as PDF
Save emails and attachments as PDFs
When you use the Docubird for Outlook add-in, emails and attachments can be easily converted without leaving Outlook.
- Open Docubird for Outlook
- Navigate to the appropriate folder
- Select the desired messages or attachments
- Confirm the storage location
- Click Save as PDF
If you save an e-mail or attachment as a PDF, Docubird saves only the PDF version. The original .eml file, of course, simply remains in Outlook.