You can convert certain documents to PDF directly from the History in Compact+. This is available for documents created using the Create Document icon.
Before you start
The document must have been created using the Create Document icon. If the document was added to the history another way, the conversion option may not be available.
Convert a document to PDF from the History
Open the relevant matter in Compact+.
Go to the History.
Right-click the document history entry you want to convert.
Select Convert Document.
Select Convert to PDF.
In the File Convert window, review the document details.
Amend the document details if required.
Select either:
New Draft, or
New Version
The PDF is added to the History with the relevant draft or version number.
What happens to the original document?
After the document is converted to PDF, the original Word document is locked and can no longer be amended.
However, you can still resend it and create a new document from the original if needed.