Publishing a Document (PDF Format)

When you add a new document from the New Document page (i.e., by clicking the Save button), the system does the following:

  • Copies the document specified in the Upload File field on the New Document page to the current and published directories on the web server (TMSWeb_Web\WebRoot\Documents\Current and TMSWeb_Web\WebRoot\Documents\Published).
  • Assigns a unique identifier to the document that is internal to the system.
  • Copies the document into the Conversion directory (TMSWeb_Web\WebRoot\Documents\Conversion), where it awaits conversion to PDF.
  • When the conversion program is completed, the PDF version is copied from the Conversion directory to the Published directory.

Depending on the Application Option settings for PDF conversion, the following will occur:

  • PDF Copy and Pasting are disabled.
  • PDF Printing is disabled.
  • A PDF Signature page is appended to the end of the document (this occurs during the Move to Current Step 4 function).
  • A PDF Watermark is added. You are able to display the watermark in the following positions:
  • D=Diagonal
  • L=Go up Left side
  • R=Go up Right side
  • C=Go up Center
  • A=Go Across Center
  • T=Across Top
  • B=Bottom
  • If Application Option DOC PDFCONVERSION_PRINTREVISION is set to YES, the document revision number, revision effective date, and the next review date, from the database, will be stamped on the PDF document. The same location for displaying this stamping is identical to the PDF watermark above and is set in the Application Option DOC_PDFCONVERSION_PRINTREVISION_DISPLAY.
NOTE: You are able to publish a PDF as a native document. However, for the revision stamping and watermark to appear, you must have PDF conversion set to YES.
  • If Application Option DOC_PDFCONVERSION_PRINTREVISION is set, and the PDF and a watermark is entered in the DOC_PDFCONVERSION_SIGNATURE_WATERMARK field, the system will add a link called View Printable PDF Document on the Administrator tab. This allows for printing a controlled copy of the document with the version stamping but without the watermark.
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