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Presets: Other - Save rules

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Mar 22, 2022
novaPDF 11.x
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The Save rules presets section allows you to manage the existing default presets or add new ones. These presets let you define and use advanced filename/path saving rules. 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-rules

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 link 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.

Regular expressions

This preset includes 14 save rules that use regular expressions to detect certain text/path characters and remove or replace those.

SAVE RULES

Save rules

Save rules can be used to modify the filename of generated PDF files in certain situations. For example, if you try to print to PDF an unsaved Notepad document the default filename will be "Untitled - Notepad.pdf". One of the default save rules included automatically removes the second part so the filename will be "Untitled.pdf". Custom save rules can be defined only for removing parts of a filename/path, you cannot use those to add/replace. You can Add a rule by providing a Name/Description and

Add rules

You can add a new save rule by clicking on Add or Copy an existing one. Save rules are interpreted in the order they are defined, so you can use the Up/Down options to re-order the existing rules. When adding a new save rule you will have to provide:
  • Name - this is the name of the rule, it doesn't affect the name of the document
  • Remove - save rules only remove parts of the filename, based on what you select:
  • Front - this will remove the matching Text only if it's at the front of the filename
  • End - this will remove the matching Text only if it's at the end of the filename
  • All - this will remove the matching text completely
  • Expression - the information used in the Text field will be interpreted as a regular expression
  • Text - this is where you have to enter the text or regular expression you want to be used for the filename
  • Format - only regular expression formats will be accepted here. For example \1 is interpreted as the contents of group 1, \2 is interpreted as the contents of group 2 and so on
  • Description : add more info about the rule you are adding
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.