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How to use any
In Excel, Word, or PowerPoint...
File > Print (or CTRL+P)
then in the 'Printer' dropdown list (see image)
choose your PDF writing software
such as Microsoft Print to PDF
in Excel 2010 or higher
or other free PDF writers such as:
or any other PDF writing software
Do not use...
Do NOT use...
File (or Office button) > Save As > PDF
What is it missing?
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.
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) If your document will be used as an Excel file
(by licensed users of your Systems2win templates)
Simply insert a Link icon from the Systems2win menu.
Your Excel users can then just click the Link icon to follow a hyperlink
2) If some users will be using the document as a PDF file
Then 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.
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
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
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
If you follow this suggested convention, your PDF writing software will automatically find the link and make it active.
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New User Training
Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates