SmartSoft Invoices - Online Help

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Quick Start
10 Tips for Best Results
Using SmartSoft Invoices
User Interface
Main Window
Image View Panel
Form View Panel
Session View Panel
Loading Documents
From a Folder
From a Scanner
From an Email Account
From a Watched Folder
From Shared Watched Folder
Training the System
Data Verification
Batch Verification
Auto Complete
Multi-page Documents
Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
Exporting to CSV
Exporting to PDF
Exporting to XML
Exporting to TIFF
Exporting to SQL Database
Exporting to QuickBooks
Exporting to SAP
Exporting to MS Dynamics
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Validation Formula Language
Importing Lists
Importing Custom Lists
Synchronous Lists
Selective Processing
Migrating to a new computer
Migrating document templates
Migrating custom forms
Scan Quality
Client/Server Deployment Option
Input Station
Verify Station

Exporting to PDF

To export the processed documents to PDF format, press the drop down arrow of Export button at the lower left corner of the program and choose Adobe PDF (PDF). Once a format has been chosen its name will appear into the Export button.

Export settings for PDF

Go to Tools->Settings->PDF Export in order to set export settings.

PDF Path Expression: The user can use different macros in order to name exported files after values assigned into fields and columns. This option is very useful for grouping files too. For example, the user can have a separate folder for each vendor, then group files by month inside that folder and use the invoice number for a file name. To achieve this, the Export Path Expression must be set as:


Default Export folder: The user can set where all exported PDF files will be stored. Once this folder is set the software will remember it until it’s changed by the user.
Note: If the user unchecks “Don’t browse and use the default folder when exporting” the software will ask for a destination folder on each export.

  • Don’t browse and use the default folder when exporting – When checked the software will never ask where to export the PDF files to. It will always store them in the default location.
  • Remove exported documents from the current session – When checked all documents will be removed from the program’s interface. Please note that the original source files will not be deleted.
  • Validate documents before exit – Check if all validation rules are correct. If not, the software will not export the documents to PDF format.
  • Overwrite existing files – When checked this option will cause the software to overwrite files that have the same name.


  • Copy the input file instead of generating a new one – When checked this option will cause the software to copy the original PDF document into the export folder. This way the original size and quality of the PDF can be kept.
  • After export delete the input files if possible – When checked this option will cause the software to delete all input files which are not in use.
  • PDF compression slider – The compression slider can be used in order to control the compression of the PDF. The higher the compression, the smaller the PDF. Increasing the compression will also cause decrease of document quality.

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