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Mar 22, 2022
novaPDF 11.x
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The Save presets section allows you to manage the existing default presets or add new ones. These presets let you set PDF saving options such as the location where the PDF will be saved, what save dialog to use and what to do when same named PDF files exist (i.e. merging PDF documents). A preset can be used by multiple printing profiles and whenever a preset is updated, it will be modified automatically in all profiles that use it.

presets-save

Manage presets

New

This will create a new preset based on the default one. You can change its settings and use the Save button to record your changes and create the preset. It is created only after you click on the Save button, if you click on Cancel or select a different preset the current one will be discarded.

Copy

This allows you to duplicate an existing preset. To do so, just select an existing preset and click on Copy. Unlike the New option, when you copy an existing preset the duplicate is automatically saved with a different name (original name of the preset plus the word Copy ). Removing the original preset doesn't affect in any way the existing copy of it.

Delete

Deletes the preset selected from the list of presets. You cannot delete the default presets that are included in the application.

Browse

You can use the left/right arrows in the top-right section of the window to navigate back to the profile manager page or forward to the preset window. You can also access quickly the presets by clicking on the Profile text next to the navigational arrows and selecting the preset section you want to read more about.

Presets List

When the novaPDF is installed, a default set of presets is included for each section that uses presets. These presets have predetermined unchangeable settings that are taken into consideration when creating the PDF files.
However you can create custom presets based on the default ones that when used, will create PDFs using the options you've chosen. In novaPDF there are two types of presets, private and public:
  1. Private presets. A private preset is visible only to the current user. By default new presets are created as private and only the users from the computer where it was created will be able to see it and use that preset in their profiles.
  2. Public presets. Public presets are visible from all client computers (or other users on the same computer) that connect to and print via the computer where they are defined (the printer server). When a public preset will be used, all the settings from that preset will be propagated to the client computers.
This list shows the presets (both private and public) that were defined. The icon on the right of the preset name shows what type of it is (public or private). You can filter the shown profiles by starting to type in the search field and also use the Public/Private checkboxes to filter them by type.

Default Presets

The default save presets are automatically included in the application and available right after installation. These are presets created based on the most used scenarios for this section.

Prompt Advanced Save dialog

This default save preset will show the Advanced Save dialog to select the destination folder and other settings to use for generating the PDF file. If you don't change anything on save, it will save your file in the My Documents folder with the name of the original document (and it will overwrite any existing PDF files with the same name).

Prompt for file name

This default save preset will show the standard Save dialog to select the destination folder and the name of the created PDF file. If you don't change anything on save, it will save your file in the My Documents folder with the name of the original document (and it will overwrite any existing PDF files with the same name).

Save to last used folder

This default preset will save the created PDF file directly in the folder that was previously used. So if for the previous conversion the PDF was saved on your Desktop, this default preset will save to that location too and it will overwrite any existing PDF files with the same name.

Save to My Documents

Choosing this default preset will save the created PDF file directly to the My Documents folder, using as filename the name of the original document (if a same named file already exists it will overwrite it).

Save

Name

You can type a name for the default preset you are editing/creating.

Description

Add a description for the default preset you are creating/editing.

Author

Optionally you can set the author for this default preset.

Private preset

When the novaPDF is installed, a default preset is created. This preset uses its own default printing settings to create the PDF files. However you can change those settings and create a custom preset, that when used, will create PDFs using the options you've chosen. For each newly defined preset you can choose to have it as Private or Public by checking or unchecking the Private checkbox.

Prompt Advanced Save dialog
If this is selected, each time you will create a PDF file you will be prompted with an extended save dialog where you can manually set the destination folder/file name for the generated PDF file, whether to append or insert the content being printed to an already existing PDF file, what to do once the PDF is created (open it with the default viewer or send it via email) and setting PDF options (encrypt PDF and add document information). This window also provides a shortcut to enter your license if the program is not already activated.

Prompt Standard Save dialog
If this is selected, each time you will create a PDF file you will be prompted with a simple Save As dialog where you can manually set the destination folder and file name for the generated PDF files.

Use predefined settings
Select this if you prefer to customize the save settings for the current profile. This option is automatically checked also if you select Server as a location for the resulting PDF. The custom predefined settings only apply to the current profile that is being edited. If you want to define save settings that apply to multiple profiles, you have to create predefined save presets.

Folder

In the Folder field you can set a folder where the files will be saved. If you select a predefined default preset in Save Options, the Folder field will automatically be filled. However you can enter any folder path you want either manually or by using the Browse button. You can also click on the drop-down arrow next to the Folder field to select one of the default preset folders: My Documents, Printing application folder, Last used folder (these work only if Local is selected as a Location for the resulting PDF). The Macro button will let you define rules for automatically creating folders using predefined names. You can select any of next macros:
  • [N] - The name of the document
  • [YMD] - Date in the format YYYYMMDD (year, month, day)
  • [Y] - Year in the format YYYY
  • [M] - Month in the format MM
  • [D] - Day in the format DD
  • [HIS] - time in the format hhmmss (hour, minute, second)
  • [H] - Hour in the format hh
  • [I] - Minute in the format mm
  • [S] - Second in the format ss
  • [C] - Counter in the format cc (it begins with 01 and increases at each printed document, if a file with the same name exists in the save folder)
  • [W] - Name of the workstation
  • [U] - The Windows User name
  • [O] - Domain
  • [L] - Application Name
  • [J] - The name of the printing process
  • [R] - Printer Name
  • [P] - Profile Name
You can also enter network paths (UNC) in the Folder name field in case you want to save the PDF on another computer in your network. Only a full path is allowed. For example, suppose \\PDF_Server\PC1 is mapped on your workstation as drive X, then the following paths are both valid and indicate the same folder: \\PDF_Server\PC1\PDF or X:\PDF. If the network file requires authentication (different from your user login) you have to enter the username/password.

User name
You'll need to enter the username of an user that has access to the remote computer (if your currently logged-in user doesn't have access rights) when using a folder that's located on a password-protected network computer.

Password
After filling in the username, you need to add the password for that user to save the PDF on a network computer that's password protected.

File

You can manually type a name for the generated PDF file in the File field or use Macro to automatically name the PDF file created.
In order to use different file names for each generated PDF files, you can use some macros in the File name field (an example of how the macros are converted is shown just below the File name field).
You can select any of next macros:
  • [N] - The name of the document
  • [YMD] - Date in the format YYYYMMDD (year, month, day)
  • [Y] - Year in the format YYYY
  • [M] - Month in the format MM
  • [D] - Day in the format DD
  • [HIS] - time in the format hhmmss (hour, minute, second)
  • [H] - Hour in the format hh
  • [I] - Minute in the format mm
  • [S] - Second in the format ss
  • [C] - Counter in the format cc (it begins with 01 and increases at each printed document, if a file with the same name exists in the save folder)
  • [W] - Name of the workstation
  • [U] - The Windows User name
  • [O] - Domain
  • [L] - Application Name
  • [J] - The name of the printing process
  • [R] - Printer Name
  • [P] - Profile Name

When file exists

All options in this group are active only when you select Use predefined setting ( overwrite existing file and merging are available when selecting Prompt simple save dialog too). When a file with the same name already exists in the selected folder, you can choose one of the next actions:
  • Overwrite existing file - existing file is overwritten with the newly generated file
  • Prompt save dialog - a "Save as" dialog will be shown so you can change the name of the file or folder manually
  • Do not save - if a PDF file with the same name already exists in the selected destination, the current PDF file will not be saved
  • Modify file name - if a PDF file with the same name already exists, you can modify the filename based on one of the following rules:
  • Auto number new files - a counter is added to the file name of the new generate pdf file
  • Append date and time - the date and time is appended to the generated pdf file name
  • Auto number existing files - a counter is added to the file name of the existing pdf file. The new pdf file will have the name set in this dialog
Note: Some of the features mentioned on this page might not be available in your edition. The Professional edition includes all the features, while Standard and Lite have limited functionality. For a comparison between editions, please check feature matrix topic.