Bee Docs' Discover - Virtual Tour (PDF Document Export)

Exporting your documents as professionally compiled PDF files

Discover the most intuitive, and most powerful way to work with your case documents. Bee Docs' Discover makes it easy to securely manage case documents on-line, whether you have hundreds or millions of pages. In this article we will explore the various ways you can export you documents from the document repository for exhibit preparation, off-line viewing, and for sharing with team members.

If you are new to Bee Doc's Discover, you may want to start with our first virtual tour which explores basic access, security, and document navigation.

Throughout the article you will see this "try it" badge next to certain screenshots and descriptions. We have created a demonstration account that will allow you to follow along and try out the basic features of Bee Docs' Discover. At any time, you can click the badge to learn how to access the demonstration account and try these powerful features on a live document repository.

Downloading Documents as PDF

In any document management system, it is very important that you can easily get your documents out of the system. Your Bee Docs' Discover repository is an excellent way to collaborate, search and organize your documents. However, PDF or printed documents are often more appropriate for the final delivery of you documents. Bee Docs' Discover makes it simple to create custom PDF files that contain your documents.

At any time that you are viewing a page in your case, you may instantly download that page as a high-resolution PDF by clicking the "Download Page" link to the left of the image. This is a great way to print a page or send it to a client. However, sometimes you need to export larger sets of documents. This is what the "Export" button at the top of the window is for.

Clicking the Export button will bring up the following dialog box which allows you to download documents or order them on CD-ROM or printed copies. Note that options for ordering document on physical media have been disabled for the demonstration account.

Click the "Download PDF" link to proceed to the next screen:

This dialog allows you to choose documents from the current group to compile into your custom PDF. It also allows you the option of selecting addition document information to include on the PDF. In this example, we have chosen to add Page Numbers. Notice in the following thumbnails that our original documents where sized appropriately to fit on an 8.5" x 11" page with page numbers. If we had not selected the page number, the documents would export to PDF at their original sizes.

Click here to see the actual PDF that was created

Including more information

Bee Docs' Discover allows you to create data associated with each document such as private and public comments and coding information. When you export documents, you can include this data if you choose. The following screenshot shows the "Download PDF" dialog with all the option information chosen.

The resulting PDF export looks like this:

Click here to see the actual PDF that was created

Again, all of our original documents resize appropriately so that the document information fits on each page. Also, the text from the comments was automatically indexed and added as a final page to our export.

Click here to continue to page 2 of the tour...