Create a Separate PDF

Updated: 2020-07-23

Save a separate PDF of a single document

To create a PDF of a single document in your DoxCycle file:

  1. Go to the document by clicking on it once on the name in the index.
  2. Hover your cursor over the document to make the Page Assistant appear (the green bar at the top of the document).
  3. Click on the wrench icon on the right side of the Page Assistant.
  4. Click Save as separate PDF.
  5. Browse to where you want to save the PDF, enter a name for the PDF and then click Save.

Tip: If you want to email your source documents to with annotations included, click the Show Annotations button before sending. To send the documents without annotations, click the Hide Annotations button before sending.


Save a separate PDF of several documents

  1. In the DoxCycle index, hold down the Shift key and click on the each document you want to include.
  2. Right-click on the selected documents, then select Save as separate PDF.
  3. Select Save as a separate PDF to CRA folder to save it to the CRA folder specified in options.


Set default folders for separate PDF files

  1. To open Options from the Start screen, click Options in the green bar on the left side. If you have a file open, go to File menu, then click Options.
  2. On the left side of the dialog box, expand the DoxCycle section, and click on Folders.
  3. Enter the path to the folder where you want to save pages you extract from a DoxCycle PDF.
  4. Enter the path to the folder where you want to save pages you extract for upload to the CRA.