Options for Email and PDF Sharing

Right-click a file in the listing area and select Sharing, E-mail and PDF to use one of these sharing options:

Video: Converting documents to PDF format in M-Files

Send Copy by E-mail

With this option, M-Files creates an email message with a copy of the selected file attached.

Send as PDF by E-mail

With this option, M-Files converts the selected file to the PDF format and creates an email message with the PDF file attached. The file in M-Files stays in its original format.

Save as PDF

This option lets you save the selected file as a PDF file without opening the file. After the PDF file is ready, the Save As dialog is opened. Select the location where you want to save the PDF file.

If you save a single-file document, the Save As dialog shows the vault as the default save location. Click Save to create a new document to the vault. Fill in the necessary metadata and then click Create. If you save a file in a multi-file document, the Save As dialog shows the multi-file document as the default save location. Click Save to save the PDF file to the same multi-file document.

Convert to PDF

With the Convert to PDF (replaces original file) option, M-Files converts the selected file to the PDF format and replaces the original file (for example, a Word file) with the PDF file.

With theConvert to PDF (adds separate file) option, M-Files converts the selected file to the PDF format and keeps the original version of it. If you convert a single-file document, M-Files converts it to a multi-file document and adds the PDF file to it.

Troubleshooting

If you cannot convert documents to the PDF format, see Why can't I convert a document to PDF format or annotate a document?