How to Configure the PDF Options for a Change Control Category

When you are configuring a Change Control Category, the configuration includes choosing settings for PDF exports. This option is found in the General Settings:

When you click on the Edit PDF Options button a slider box will appear to the right of your screen:

1. Logo: Allows you to have your Logo included or excluded from the header

2. Account or Stage Custom Fields: Allows you to choose multiple custom account and stage fields to your header

3. User Time Stamp: Allows you to add an email address along with the time/date

4. Page Numbers (X of Y pages): Allows you to choose whether page numbers are included

5. Abbreviated Header for Page 2+: If you select "yes" for this option, only the first page of the export will include the full header will the fields that you have selected to include. Page #2+ will include the logo, stage, and time stamp, excluding the custom fields.

6. Watermark Placement: A user can chose if a watermark will be included and its location. 

7. Shrink Document / Add Abbreviated Header: This will scale the attachment and add a header to the page

8. Include User Time Stamp in Abbreviated Header: This will include the user time stamp in the header

9. Include Page Numbers (X of Y Pages) in Abbreviated Header: This will include page numbers in the header

10. Watermark Placement: a user can chose if a watermark will be included and its location.