pdf

How Can I Import SalesForce PDF Files into Word?

Salesforce

Episode 1579

Margaret from Washington, DC

Margaret is using Salesforce and working with PDF documents. She needs to figure out a way to transfer those documents into an editor like Word. How does she get them back into Word easily and quickly without having to reformat? Leo says that Salesforce wants users to import them as CSV files, but that strips the document of all formatting. Margaret isn't alone, this seems to be a common complaint with Salesforce. As for how ... it's such a simple thing, but there doesn't seem to be a way to do it.

 

How do I manage large PDFs?

PDF

Episode 1439

Bunny from Land O' Lakes, FL

Bunny's daughter is an engineer who got a new laptop for work. She's having issues reading and creating PDFs for her job. She gets options for various paper sizes except the standard size used by architects. How can she create those? Leo says that may be a custom size that she'll need to purchase in order to use it. Leo advises trying other PDF software like Bluebeam and PrimoPDF. There's quite a few.

How can I protect a PDF file?

Adobe Acrobat icon

Episode 1300

Eric from Los Angeles, CA

Eric wants to be able to lock a PDF file so that nobody can modify it. Leo says that every PDF creator, including Adobe Acrobat, can protect it so it can't be modified. He can also also set the PDF so that the document cannot be forwarded to anyone else. If he trusts the person that he's sending it to, he can encrypt the PDF so it requires a password to open it. But understand that if they can open it, they can make an image of it and share it outside of that. So he'll need to trust the person he sends it to.

Why can't I print a PDF?

Episode 1166

Charlie from Missoula, MT

Charlie can't print an attachment, but he can print other things. The attachment is zipped and when he unzips it, it's a PDF file. Leo says that in order to print PDF files, he'll need a PDF reader. Windows didn't come with a PDF reader until Windows 8, so most people wound up getting Adobe Reader. Leo says to open it in Google Drive, and he'll be able to print from there.