Change the default file name when saving PDF files

The Win2PDF Auto-name feature makes it easy to customize the file name and automatically save a PDF without prompting, but what if you want the File Save window to appear so you can email, print, or manually change the file name?

We just released Win2PDF 10.0.56 (available as a free update to Win2PDF 10 users), and one of the new features is the ability to customize the default file name that is used to save PDF files in the Win2PDF File Save window. For example, in previous releases if you had a Word file named “Sales Report.docx” and you went to print it as a PDF file, the default name in the Win2PDF File Save window would be named “Sales Report.pdf”. You could always change this name, but there wasn’t a way to customize this name when you first entered the file save window.

This is now customizable. If go to the Document tab after clicking on the PDF Options… button, you see some new options.

NewSaveAsOptions

When the the Auto-name Files option is unchecked, the settings in this window apply to the name displayed in the Win2PDF File Save window. You can add a fixed file name start, a date stamp, or a timestamp. Advanced users can customize the order of these items using the user defined setting.

In the screen shot example listed above, the month-day-year was added to the default “Sales Report” file name. While this option is set, the date stamp will be applied to all file names when you print to Win2PDF. You can automate your PDF workflow by creating multiple Win2PDF printers, each with different customized default file names.

The customizable PDF file name feature can save time by eliminating the need to manually type date or time information to the file name.

Download the new Win2PDF 10.0.56 software at the download page of our web site.

Start Organizing Next Year’s Tax Documents – Part II

As a followup to last week’s post, one of our readers suggested another way of using Win2PDF to create a single tax-related archival PDF file.  Here’s what she suggested:

  1. Create a copy of the Win2PDF printer that is dedicated for saving tax-related documents.  Call it something like, “Win2PDF – Tax Archive
  2. Change the Auto-name settings on this printer with the following options.
    • Set the file name to something like “Tax Archive.pdf
    • Check the option to include date and set it to “Year Only
    • Check the append option
  3. Whenever you have a tax-related document you wish to preserve (like an email confirmation for an online donation, or a medical receipt), print this document to your “Win2PDF – Tax Archive” printer.

The document you print will automatically be appended to this 2019 Tax Archive.pdf file.  When the new year arrives, it will create and start writing to 2020 Tax Archive.pdf.  And that’s it.  You’ll have one single PDF file to review before you do next year’s taxes.

Video tutorial – Save PDF invoices electronically & print to a paper printer at the same time

One of our customers recently asked us how they could streamline the process of printing out invoices to their normal paper printer, and saving an electronic PDF file at the same time without any user prompting.  The paper invoice would be mailed to their customer, and the PDF file would be date and time stamped and saved in a directory that would be backed up nightly.

It just takes a few steps to set up a copy of the Win2PDF printer that will do all of this. We’ve posted a short video tutorial that walks you through this process, and this and more video examples can be found at our Win2PDF YouTube channel:

You could use this same process to create your own Win2PDF printer with your customized ‘Print and Save’ settings for any type of document.


	

New Auto-name features in Win2PDF 10

One of the most significant improvements to Win2PDF 10 is the enhanced Auto-name options.  The Auto-name feature allows you to save a PDF file without being prompted for the file name.  You can simply print any document and the file will automatically be saved in a location of your choosing, with a file name that you’ve customized.  This Win2PDF 10 update improves the user-defined options that are available to use for the file name.

Here is a brief video that shows how to use this new feature.

For a complete description of the Auto-name feature, visit the Win2PDF online support guide sections on How to Automatically Name PDF Files.