How do you use Project PDF today?

完了

デモをリクエスト

• 2019年12月11日 22:21

Hello Community!

My name is Katie Sanderson and I'm the Product Manager for Content Management at Workiva. We are currently taking a look at the classic functionality that allows users to print a multi-document PDF directly from your classic Project.

 

 

As we look to incorporate this feature into next gen, we are curious to learn more about how you use this today. If you can, please take a moment to provide your input below while considering the following questions.

1. How do you use the Print Documents button in the Project Panel in your process?
   
   
2. In your process, how important is supporting the following types of content (rate as: moderate, high, essential, not important/not used)
   
   • Next Gen Documents
   • Next Gen Presentations
   • Next Gen Spreadsheets
   • Uploaded PDF content
   • Microsoft Office content (.docx, .pptx, .xlsx)
   • Other (provide details)

You can submit your responses in the comments below. Thank you so much for you feedback!

0

• 

  Lynn Kaminski

  • 2020年01月15日 15:04

  1.  We use this to run PDFs of our full filings (main document and exhibits) during and at the end of our process.  Very helpful vs. having to PDF each one separately and then combining the documents manually.

  2.  NG docs and spreadsheets and Office - essential.  NG presentations - moderate.  Upload PDF - not important.  Other - Certifications - essential.

  2
• 

  Rebecca Demy

  • 2020年01月15日 16:40

  1. We have not needed to use this functionality yet.

  2.  Next Gen Documents - not yet transitioned

  Next Gen Presentations - not yet transitioned

  Next Gen Spreadsheets - not yet transitioned

  Uploaded PDF content - essential

   Microsoft Office content (.docx, .pptx, .xlsx) - essential

  0
• 

  Amanda Evans

  • 2020年02月08日 11:44

  We use the pdf feature to run a full pdf document of the entire filing. Another wishlist item would to be able to run a full marked changes pdf of a filing. It is easier than running separate pdfs and then combining after.

  Next Gen documents and spreadsheets- essential

  Presentations- not important

  Uploaded pdf- have not utilized this feature

  Office content- essential

  0
• 

  Veronica Wong

  • 2020年02月24日 20:53

  1. We use it on all projects to run full PDF of entire filing for external/internal distribution and printing, saves time from running each separately.  Still have some users that don't/won't use Workiva. 
  2. In your process, how important is supporting the following types of content (rate as: moderate, high, essential, not important/not used)
     
     • Next Gen Documents - Essential
     • Next Gen Presentations - Not important/not used for PDF
     • Next Gen Spreadsheets - Not important/not used for PDF 
     • Uploaded PDF content - Essential
     • Microsoft Office content (.docx, .pptx, .xlsx) Essential for .docx.  

  0
• 

  Identity and Access Management

  • 2020年03月06日 21:32

  1. Same as above.  We use it on all projects to run full PDF of entire filing.  We also have certain ELT members that want a hardcopy of the entire filing (including all exhibits).  
  2. In your process, how important is supporting the following types of content (rate as: moderate, high, essential, not important/not used)
     
     • Next Gen Documents - Essential
     • Next Gen Presentations - Not important/not used for PDF
     • Next Gen Spreadsheets - high - PDF creation for hardcopy WP documentation
     • Uploaded PDF content - Essential
     • Microsoft Office content (.docx, .pptx, .xlsx) Essential for .docx. 

  0
• 

  Rebecca Girod

  • 2020年04月15日 14:30

  1. Also same as above.  We use it on all projects to run full PDF of entire filing including exhibits especially for 8-Ks which have exhibits.  
  2. In your process, how important is supporting the following types of content (rate as: moderate, high, essential, not important/not used)
     
     • Next Gen Documents - Essential
     • Next Gen Presentations - We do not use presentations
     • Next Gen Spreadsheets - Moderate
     • Uploaded PDF content - Essential
     • Microsoft Office content (.docx, .pptx, .xlsx) Essential for .docx. 

  0

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