You can convert a Word document to PDF directly within the iManage platform.

To convert a Word document to PDF:

  1. Select the document.

  2. On the right toolbar, select Convert. The Convert panel opens and shows the document and its output format, PDF.

  3. From the dropdown at the top of the panel, select where to save the PDF:

    • Save to source folder saves the PDF to the folder that contains the Word document. This is the default.

    • Custom save location saves the PDF to a folder you choose. When you select this option, the Select a folder to save converted documents dialog opens.

  4. If you selected Custom save location, choose a folder in the dialog:

    1. Browse to the folder using Recent Document Folders, Recent Clients, My Favorites, Recent Workspaces, or My Workspaces, or search for it using the search box.

    2. Select the folder.

    3. Select Select a folder to save converted documents.

    The dialog closes and you return to the Convert panel.

  5. Select Convert. A notification appears when the conversion is complete.