Enabling Eclipse Forms PDF Archiving

Enable PDF archiving in Eclipse Forms to save documents that you send through the system in a format that you can always have on hand for viewing or reprinting. The PDFs the system creates are an exact copy of the forms sent to your customers or vendors.

After you enable and set up PDF archiving for your forms, the system automatically attaches the archive PDF to the transaction from which the form was created. Use Adobe Reader to view attached PDFs. For example, you create a sales order for an account customer and change the Print field on the Status window to Yes. When you exit the Status window, the system prints the order acknowledgement using the Acknowledgement form type. If you have enabled PDF archiving for Acknowledgement documents, the system also attaches a PDF of the acknowledgement document to the order in Eclipse.

Important: Due to processing time, it is possible to view an order before the system has successfully attached the PDF.

To enable PDF archiving, your system must have the following components:

Document Imagingcompanion product to handle attaching PDFs to transactions or records in Eclipse as well as image maintenance, such as specifying where to store images and when to purge images.

A directory on the Eclipse Forms server that is shared to the network. Add network security as you do for other Document Imaging locations. In the Eclipse Forms Setup window, add both the local path, such as C:\PDF-Temp\ and the network path, such as \\eclipseforms\PDF-Temp\. This allows the most efficiency when the Eclipse Forms server saves and clears temporary PDF files.

You must also setup UNIX security from the Eclipse server to the Eclipse Forms server in the Document Imaging Document Storage Location Maintenance window. These settings allow the Eclipse server to connect to the Eclipse Forms server and retrieve the documents for attaching.

PDF Writer to create the PDF documents.

To enable Eclipse Forms PDF archiving:

From the System menu, select System Files > PrinterSetup and select Eclipse Forms Maintenance to display the Eclipse Forms Setup window.

Set the options in the Default Settings tab for PDF parameters:

Field	Description
PDF Temporary Local Path	Enter the network path to which Eclipse Forms saves each PDF it creates. For system efficiency when saving files, we use the local address of the temporary directory. Used for both PDF Archiving and Print-to-PDF (local printing). Use the local path to the temporary directory, such as C:\PDF-Temp\. After the system attaches the PDF to Eclipse, the file is removed from the temporary directory.
PDF Temporary Network Path	Enter the network path to which Eclipse Forms saves each PDF it creates. This is a network path both Eclipse and Eclipse Forms can access and is where the Document Imaging application looks for files to attach as images to transactions or records in Eclipse. Used for both PDF Archiving and Print-to-PDF (local printing). Use the network path to the temporary directory, such as //eclipseforms/PDF-Temp/ After the system attaches the PDF to Eclipse, the file is removed from the temporary directory.
Enable PDF Archiving	Select one of the following options: Yes - Saves all forms displayed in the PDF Archiving tab to a PDF file using the same settings. For example, manifests are not saved as PDFs if you set this field to Yes. No - Does not save any forms that are processed through the Eclipse Forms application to PDF. By Form - Saves each form that is processed through the Eclipse Forms application to a PDF file with the parameters that you set for each form type. Select this option if you want to archive PDFs for some of your forms, but not for all your forms, or if you want to set different preferences for each form. If you select this option and do not set archiving preferences for a form type, the system does not archive a PDF for the form type.
Default PDF Profile	Select the indexing profile the system uses as a default when attaching images to transactions or records. For example, use document profiles to control image storage locations and security access. You can choose to select an existing profile, or you might want to create a profile specific for your PDF images. For more information about creating image profiles, see Creating Custom Indexing Profiles. To override the PDF profile on a form-by-form basis, use the PDFProfileOverride field on the PDFArchiving tab.
Eclipse Forms PDF Processor	(View Only) Indicates which processing program your system uses to create PDF files: Active PDF or Adobe Distiller. Adobe Distiller is the default.

Note: If the PDF Writer or the Document Imaging products are missing on your system, you cannot access the fields listed above.