Installation and Setup
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Support.How to use any
The most common way to print a PDF...
In Excel, Word, or PowerPoint...
Ribbon bar > File > Print (or CTRL+P)
then in the 'Printer' dropdown list (see image)
choose your PDF writing software
such as Microsoft Print to PDF
(requires Excel 2010 or higher)
or any other (often free) PDF writer such as:
Foxit PDF
PDF 995
Cute PDF
Or the other way to print a PDF...
Ribbon bar > File > Save As > PDF
Advantages of Microsoft Print to PDF
Advantages of Save As PDF
How
Hyperlinks are automatically activated when you simply create your PDF
when you use any of our recommended free PDF writing applications.
Two professional ways to make hyperlinks
Systems2win menu > Insert Link Icon
1) Link Icons
If your document will be used as an Excel file (by licensed users of your Systems2win templates)
and/or if you use 'Save As PDF' (as described above)
then you can insert a Link icon from the Systems2win menu, then right-click that shape and select 'Link'
Your users can then just click the Link icon to follow a hyperlink
2) Hyperlinked Text
In addition to (or instead of) the Link icon, you can type the full URL path within your text.
Then your PDF users will be able to click those printed URL's.
Tiny URL
If you Format Cells to Shrink To Fit, then a long hyperlink can fit within a very small cell, and the (perhaps unreadable) tiny link might still be active in your PDF
The shorter the link, the better it will work.
For Internet links, you can use TinyURL.com to convert long links to short ones.
For links to documents on your own network, use your Document Storage and Naming template to design folder structures with short paths.
Train your users
You will want to to teach your users to look for the tiny text link nearby wherever they see a link icon symbol in a PDF, and teach them how to zoom and hover their mouse over such a tiny little thing to select it.
Once people get used to this convention, it can be extremely useful for distributing great-looking PDFs with active hyperlinks to related documents and videos.
Avoid Broken Hyperlinks
See Tips to Avoid Broken Links
All hyperlinks in any PDF should always be hard links that specify the full path to the linked file.
Learn more about links
How to use hyperlinks in Microsoft Excel
See a demonstration
See a demonstration of how to include active hyperlinks in your PDF's
in either the New User Training video or the training video for the To Do List template
To comply with your Systems2win License Agreement
Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format, such as printed paper, a screen shot image, or a PDF.
Exception: You can allow your hired consulting firm to use your Systems2win templates on your behalf
as long as the template is used only on your behalf, and each template is provided one-at-a-time on an as-justified basis.
To use the templates for any other client, your consulting firm will need to purchase a consulting license. See License Agreement.
How to generate a PDF
Same as Excel. (see instructions above)
How to make hyperlinks that can be clicked
Rather than hiding the link beneath blue underlined text, instead get in the habit of supplementing the text with a human-readable hyperlink path, (perhaps in a smaller font), like this
https://www.systems2win.com/c/instr_Word.htm#open
If you follow this suggested convention, your PDF writing software will automatically find the link and make it active.
Contents
New User Training
Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates
The right DMAIC tools
to Define, Measure, Analyze, Improve, and Control
the quality of ANY process
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