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Profile Manager: General - Save

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Mar 22, 2022
novaPDF 11.x
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The Save section is embedded in the General tab of the Profile Manager and allows you to 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).

profile-general-save

Save options

This group allows you to choose a predefined saving preset or use a custom one. By default there are several predefined save presets defined but you can add new or manage those by clicking on New/Manage. You can read more about predefined save presets in the Manage Presets->Save help section. A predefined save preset can be used by multiple profiles, while Custom settings only affect the current profile.

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.

Location

novaPDF can be installed regularly, as a virtual desktop printer or on a print server as a shared network printer. In the first case, the Local/Server location is basically the same thing, as it will let you save the PDF in any folder on a local or network computer (except that in this case Server won't let you choose user-linked folders such as My Documents, Desktop,...).
However, if novaPDF was installed on a print server and added on client computers, then the Server location refers to the print server:
  • Local folders. When you set the destination to local, you can choose any folder (either on the computer where the print starts from or on a network computer) where to save the PDF file.
  • Server folders. If novaPDF is added on a client computer from a shared network printer, the Server location will save the resulting PDF file on a folder located on the print server (i.e. the computer where novaPDF was installed and shared from).

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.