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Create Other PDF Files
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| · | Select Portable Health Profiles from the Main Menu and Select Create Other PDF Files.
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| · | Click INSERT from the List Other PDF File window to load the Add Record window, see below. Follow the steps.
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| 1. | Source File Name for PDF: Enter the location and name of the file you wish to convert.
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| Use the |
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| 2. | Person's Name: Select the name of the individual from the drop-down box |
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| 3. | Descriptive Word: Enter a descriptive term to help identify the purpose of the file. For example: Passport, BirthCertificate, SurgeryRpt, etc.
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| 4. | Password & Encrypt? Click the Protect Box to indicate if you wish to have this file protected. If you intend to upload this file to our secure website, then it must be protected. See Upload Your PDF Documents for more information.
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| 5. | See New File Name? Click the Create Name Box to proceed.
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| 6. | Display New File Name: The new file name will be displayed based on the data you entered in Steps 1 through 4.
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| 7. | If the filename is OK, Click Accept: You can change the name of the file by making modifications in the previous steps. If the file name is acceptable to you, Click the Accept File Name? Box to proceed.
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| 8. | Create a PDF File: Click the Create a PDF Button to activate the file conversion. Once the file has been converted, the PDF Made on Date and Time will be displayed.
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