See the Save or convert to PDF topic in the Microsoft Office help to learn more about exporting Word files to PDF.Īdditionally, Word has an added feature under Save As that allows you to reduce the size even more. However, if the file needs to be more secure, and you don’t want people making changes to it, you should save it as a PDF before attaching it to an account in FSP. If you want to attach a Word file to an account or person in FSP, that’s perfectly acceptable. Instead, Word has the capability of saving documents to a PDF format directly within Word. Probably the best thing you can do regarding documents is to not print them from Word, scan them using a scanning machine, and save them to PDFs. The files can later be viewed when viewing the account in CIM GOLD®, GPS’ account management application. FSP is GOLDPoint Systems’ robust file saving program, where all types of files can be saved and attached to a person or account.
This post explains how to reduce PDFs to an even smaller size before attaching them to File Services Plus. What many people don’t realize is that there are ways to reduce the size of a PDF. However, they can be much larger than a Microsoft® Word® document. They’re well-known in the loan industry as a great way to save loan applications, signed documents, and any other certifying paper work. PDFs, by design, are meant to be secure and uneditable. How to set up your scanner to best optimize photos and documents.See these other posts for additional help concerning other best practices: This topic describes how to resize PDF files before uploading them to File Services Plus. This series explains the best practices for uploading images and documents in File Services Plus (FSP).