Save Other Document Types as PDF

The HotDocs PDF Driver is no longer available as of version 11.2.10. You can use the Microsoft Print to PDF driver or equivalent to save a document instead.

With HotDocs, you can use the PDF printer driver to save documents not associated with HotDocs as PDF documents. Creating PDF files allows you to take advantage of features available in Adobe Acrobat.

To save other document types as PDF

1. Open the document in a Windows program with printing capability.
2. Select the Print command for that program.
3. At the printing dialog box, select HotDocs PDF Driver as the printer.
4. Optionally, click Properties and assign any properties to the document you may need.
5. Click the Print or OK button. The Save As dialog box appears.
6. Select a location and type a name for the new file.
7. At the Save as type box, select PDF File (*.pdf).
8. Optionally, select Document Settings and click the Edit button to add information about the document's title, subject, author, or search keywords.
9. Optionally, select View Resulting PDF to open the PDF once it has been created.
10. Click the Save button. The PDF file is created and saved to the location you specified.

Information you type in the Convert to PDF dialog box is saved as metadata embedded in the PDF-based file. HotDocs does not use this information, but other programs that work with PDF files may access this metadata. (For instance, if you open a PDF or PDF-based form template in Adobe Acrobat, you can select Document Properties (File menu) to see the values in these fields.) For form templates, the values input here will also be set in any PDF documents assembled with that template.