Sharing, E-mail and PDF

The Sharing, E-mail and PDF menu offers the following sharing options:

Video: Converting documents to PDF format in M-Files

Send Copy by E-mail and Send as PDF by E-mail

You can send a file directly in PDF format by selecting Operations > Sharing, E-mail and PDF > Send as PDF by E-mail from the menu bar, whereby the file will be converted to PDF format prior to sending. When the PDF file is ready, M-Files creates a new e-mail message with the PDF file already attached. Alternatively, you can send the file in its original format by selecting Operations > Sharing, E-mail and PDF > Send Copy by E-mail from the menu bar. In both cases, the file is sent as an e-mail attachment without any linking to M-Files.

Save as PDF

You can save a file directly as a PDF file by using selecting Operations > Sharing, E-mail and PDF > Save as PDF... from the menu bar. This enables you to save the file as a PDF file in M-Files without needing to open the file.

If you save a single-file document as a PDF file, M-Files creates a new document in PDF format. If you save a file in a multi-file document as a PDF file, M-Files suggests saving the file in the same multi-file document by default.

Convert to PDF

You can also convert a file to PDF. In this case, the original file (for example, a Word file) is replaced with the corresponding PDF file.

You can select Operations > Sharing, E-mail and PDF > Convert to PDF (adds separate file) from the menu bar when you want to keep the original version of the selected document and then have a PDF version of it. If you are converting a single-file document using this option, M-Files will convert it to multi-file document while the PDF conversion is made.

Troubleshooting

If you are running into issues converting documents to PDF, see Why can't I convert a document to PDF format or annotate a document? for assistance.