PDF Converter for Notes
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  • PDF Converter for Notes
  • Installation / uninstallation
    • Installing and activating
      • Installing PDF Converter toolbar icon
      • Installing PDF Converter toolbar icon for multiple users
      • Installing PDF Converter on server for automated archiving
      • Installing PDF Converter on Linux server
      • Offline license activation
      • PDF Converter sample on web
      • System Requirements
    • Uninstalling
      • Removing the PDF Converter toolbar icon
      • Removing the PDF Converter toolbar icon for multiple users
      • Removing PDF Converter completely from your system
    • Upgrading
      • Upgrade PDF Converter to a new release
      • Upgrade PDF Converter design elements in a custom application
    • Release History
  • Getting started
    • PDF Converter terminology
      • PDF package
      • PDF attachments
      • Separate PDF files
      • Flat vs. structured document export
      • Single PDF file with a bookmark view
      • Alternate Notes forms
      • Archiving jobs
    • Screencasts
    • Settings
      • General Settings
      • PDF Settings
      • Toolbar Icon Settings
    • Converting client-side
      • How to export emails to a PDF package
      • How to append emails to a PDF package
      • How to export emails to multiple PDFs
      • How to export mail folders to PDF
      • How to export view categories to PDF
      • How to export all emails to PDF
      • How to export parent-child documents
      • How to manage PDF document settings
      • How to export Notes metadata
      • How to export documents to PDF/A format
      • How to convert attachments to PDF
      • How to export attachments to disk
      • How to set PDF headers and footers
      • How to reduce PDF file size
      • How to use alternate forms
      • How to create a naming rule for the PDFs
      • Summary of export options
    • Converting server-side
      • How to export multiple databases to hard disk
      • How to schedule Notes email export to PDF
      • How to export a custom/programmatic document selection
      • How to export Notes metadata
      • How to classify PDF records using folders
      • How to run post-processing tasks on the PDF files
      • How to apply PDF settings to an archiving job
  • How to...
    • How to use the conversion dialog
    • How to set up a custom naming convention for PDF files
    • How to add header and footer to a PDF document
    • Using alternate forms
    • How to convert a document collection using multiple alternate forms
    • How to convert password protected HTML content
    • How to disable HTTP stream
    • How to enable international characters
    • How to enable/disable the low-level renderer
    • How to export documents ordered as in Lotus Notes view
    • How to find your Notes Installation and Notes Data directories
    • How to enable single category export using high level renderer [embedded views]
    • How to manually activate an API enabled database
    • How to reduce the PDF file size
    • How to search a PDF package
    • How to search PDF attachments
    • How to see your PDF Converter version number
    • How to send error-prone documents/emails to the Support
    • How to set custom PDF settings from LotusScript
    • How to use alternate forms in an archiving job
    • How to set PDF security
    • How to have working doclinks in PDF files
  • Tips / miscellaneous
    • About PDF metadata
    • Are Notes document links supported?
    • Types of output
    • Attachment options
    • Can I export OLE objects to PDF?
    • Deployment check-list
    • Disabling access for non-administrators
    • Do I need to have the latest JRE (Java Runtime Environment) installed on my Workstation/Server?
    • Exporting large sets of documents/emails using the toolbar icon
    • Extracting ZIP archive files
    • How to enable Microsoft Office conversion on Domino server
    • How to enable PDF search in Windows (64-bit)
    • How to get the SharePoint repository ID
    • Java files (jar) list
    • Merging attachments with PDF forms
    • PDF filename Unicode compliance tips
    • PDF/A format description
    • Product limitations
    • Single-Click Exports
    • There's no "Show Java Debug Console" option in my Lotus Notes client
    • What is the SWING PDF Converter installation footprint?
    • Where can I find my attachments?
    • Which view/folder types are supported
  • For developers
    • Enabling your applications
    • API Design elements description
    • LotusScript API reference
      • Class SwPDFDocument
        • Public Function AppendTo(DestFilePath As String)
        • Public Function GetAsRTItem() As NotesRichTextItem
        • Public Function GetAsRTItemEx(attachmentName As String) As NotesRichTextItem
        • Public Function GetFilePath()
        • Public Function GetMetadata() as String
        • Public Function IsCollection() As Boolean
        • Public Function Recycle()
        • Public Function SaveToFile(FilePath As String)
      • Class SwPDFCreator
        • Public Function GetError() As SwPDFError
        • Public Function GetVersion() As String
        • Public Function Init(LicenseKey As String) As Boolean
        • Public Function InitWithActivationResponse(ActivationResponse As String) As Boolean
        • Public Function LoadSettingsFromUNID(PDFSettingsUNID As String, UseGeneralSettings As Boolean) As Bo
        • Public Function ProcessDocCollection(dc As NotesDocumentCollection, DbView As String) As SwPDFDocume
        • Public Function ProcessDocCollectionFromFile(FilePath As String, DbServer As String, DbPath As Strin
        • Public Function ProcessDocument(doc As NotesDocument) As SwPDFDocument
        • Public Function ProcessFolders(dbSrc As NotesDatabase, FoldersList As Variant, IncludeResponses As B
        • Public Function ProcessRTItem(rtItemSource As NotesRichTextItem) As SwPDFDocument
        • Public Function ProcessUrl(url As String) As SwPDFDocument
        • Public Function ProcessViewCategories(view As NotesView, CatList As Variant, IncludeResponses As Boo
        • Public Function SetPdfProperties(Title As String, Subject As String, Author As String, Keywords As S
        • Public Function SetWatermarkFont(fontFamily As String, size As Integer, style As Integer, colorR As
        • Public Function SetWatermarkImage(filePath As String, position As Integer, margin As Double) - Learn
        • Public Function SetWatermarkText(wmText As String, rotation As Double, position As Integer, margin A
      • Class SwPDFSettings
        • Public Function SetHTTPProxy(proxyHost As String, proxyPort As Integer)
        • Public Function SetCustomMetadata(CustomMetadata As Variant, CustomMetadataOnly As Boolean) As Boole
      • Class SwPDFRegistration
        • Public Function GetVersion() As String
        • Public Function GetLicense() As SwPDFLicense
        • Public Function Register(LicenseKey As String) As Variant
      • Class SwPDFLicense
      • Class SwPDFProgress
        • Public Function GetCurrentIndex() As Integer
        • Public Function GetStatus() As Integer
      • Class SwPDFError
    • LotusScript code samples
      • Button on form
      • Button on view
      • Add metadata
      • Add custom header/footer to PDF document
      • PDF conversion on the Web
      • Convert large number of documents
      • Change document orientation
      • Convert single document from UI
      • Doclinks sample for repository
      • View to PDF package
  • Troubleshooting
    • Troubleshooting Guide
    • Error messages
      • Error - Type mismatch in method OP_CHECK_TOS_INST AINSTANCE found, Unknown expected
      • Error - Cannot write or create file (file or disk is read-only)
      • Error - DLL issue on 64-bit servers
      • Error - Domino HTTP Error Loading Java Virtual Machine
      • Error - Exception in thread "Launcher: SwCreatePDF" java.lang.NoClassDefFoundError: -SOME CLASS-
      • Error - ExceptionConverter: java.security.NoSuchAlgorithmException
      • Error - INITIALIZE ERROR: EXTRACTJAVARESOURCES (nn) : 91 - Object variable not set - INIT (nn) - Lea
      • Error - java.security.AccessControlException: Access denied ([SOME CLASS EXCEPTION]) - Learning Cent
      • Error - ReferenceError: openLInkPriv is not defined
      • Error - swllrend.dll corrupted or not extracted
      • Error - SWPDFSAVETODISK (29) : 53 - File not found
      • Error - There is another PDF conversion process already started
      • Error - Type mismatch (13)
    • General issues
      • Archiving jobs agent timeout
      • Concurrent execution issues
      • Conversion speed is slow
      • Document links not working
      • Email images do not appear in PDF
      • Header and footer not visible in my emails
      • Header and footer not visible or partially visible
      • How to enable SWING PDF Converter with Symantec Endpoint Protection (SEP)
      • Numerous "Trust to..." prompts appearing
      • PDF toolbar icon does not appear after installation
      • PDF toolbar icon not shown in IBM Notes 9 toolbar
      • PDF toolbar icon is still on my toolbar after uninstalling
      • Select categories / folders applet is failing to start
      • ZIP files can not be detached from PDF
      • PDF fonts not embedded for Asian/Arabic documents
      • Thai symbols not shown in PDF document
    • History log
      • Archiving job logs
      • Conversion and error logs
      • Notes crashes during conversion
  • Seascape for Notes
  • Support
    • Support Request
    • Premium Export Services
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On this page
  • About toolbar icon settings
  • Form settings
  • View settings
  • Localization

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  1. Getting started
  2. Settings

Toolbar Icon Settings

PreviousPDF SettingsNextConverting client-side

Last updated 3 years ago

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About toolbar icon settings

The Toolbar Icon Settings consist of Form Settings, View Settings and Localization.

The Form Settings are used to convert the Notes documents by using alternate form layouts. If no alternate forms are set, the selected Notes documents will be rendered to PDF using the default document form layout.

The View Settings are used to set the default ways in which PDF documents will be generated when running conversion jobs in particular Notes views.

The Localization is used to change or localize the different text strings that appear in various conversion dialogues.

The following is a description of each of these settings.

Form settings

Lotus Notes forms created for viewing data in a Notes client are many times not optimized for printing, and if such forms are converted to PDF, the result may not be satisfactory. In such cases, it is recommended to use an alternate Notes form, one designed specifically for use during PDF exports.

In order to enable conversion of Notes documents using different form layouts, alternate forms will first need to be created in Domino Designer and saved in the SWING PDF Converter database.Then the alternate forms have to be grouped in the Form Settings with any of the pre-existing forms in user's applications. Grouping the forms in this way will allow the users to select an alternate conversion form in a drop-down menu during the PDF export process.

In order to create new Form Settings, click on the Form Settings link in the administration menu and then the New Form Setting button (see below screenshot):

A new Form Settings document will be opened for editing. The following screenshot shows the various options available in the Form Settings document:

Here are the steps for grouping one or more alternate forms with a default Notes form:

  1. Select the database where the original layout form is stored (or select the Any database option)

  2. Enter the name of the default Form for a Notes document

  3. Select all the alternate forms that will be available to end users in the alternate forms drop-down menu and save the new settings.

Usage example:

Let's assume that three alternate forms called Fax1, Fax2 and Fax3 were created and grouped with the Memo form in a Notes mailbox file.

When a user now tries to convert an email based on the Memo form, they will also have the option to select any of the other three form layouts for that particular export:

The Form Settings also allow for the creation of a custom naming convention based on a Notes formula.

If a naming convention has been created, users will be able to select it using the Name PDF Files By drop-down menu shown in the above screenshot (however only when exporting a single document to PDF).A naming convention may also be applied when exporting multiple documents, but in this case the convention should be created in the View Settings instead (for more information see View Settings section below).

Finally, the Form Settings section also allows provides the ability to automatically set various PDF document properties (using the PDF documents properties fields).

The PDF properties that you can set include Title, Subject, Author and Keywords properties. These properties can later be accessed in Adobe reader using the File -> Properties menu.

View settings

To configure the default way for creating PDF files in a particular Notes view, click on the View Settings link in the administration menu and then the New View Setting button (see below screenshot):

A new configuration document will open up for editing. The following screenshot shows the various options available in the View Settings configuration document:

Here are the steps to configure the View Settings:

  1. Select a database and view to which the settings will be applied

  2. Choose whether the default PDF output will be a PDF Package or Separate PDF files. Alternatively, select Ask user in order to let the user decide.

  3. If you chose Separate PDF files in the previous step, then also create a naming convention for the PDF files, using a Notes formula

Localization

In order to create a new Localization setting, click on the Localization link in the administration menu and then the New Localization button (see below screenshot).

A new Localization document will open up for editing as shown below:

The Language field represents the name of the Localization document and the Default field specifies whether the created localization will be the default one.

After configuring the localized text, the document may be saved and applied. It is also possible to localize all sections of the user interface by modifying the design elements using Domino Designer.