Convert Documents to PDF
The Convert Documents to PDF action converts existing documents in active Record to PDF format
Options
- Active Document - Check this ON to convert the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.
- Found Documents - Check this ON to convert ALL documents that match the Cat/SubCat/Name or OFF to convert the first one that matches. This only happens if there is no Active Document or the Active Document is not checked on.
- Replace Documents - Check this ON to replace the document(s) that are converted. Check this OFF to add new Documents instead of replacing.
- Create Searchable PDF - Unlike text-based PDFs, image-based PDFs are typically not searchable in their native PDF format. This feature will embed the document's OCR data into the PDF so, when exported, the content is searchable. Requires that OCR has been performed on the Document prior to running this action.
- Compress Documents - You can compress the resulting PDF after it is merged. Compressing will remove any extra meta data and will try to remove all unnecessary information in the PDF that is not used for rendering. Compressing will compress images, optimize fonts, optimize page content and remove meta data information from the PDF.
- Pages - Specify the pages to convert. Only the pages set here will be converted. You can specify a single page, range of pages or combinations of both. For instance, you could use either "1,3,5,6,7" or "1,3,5-7" to convert pages 1, 3, 5, 6, and 7. Leave this entry blank to convert all pages.
- Find Documents - Specify the Category / SubCategory / Name of the Documents to convert. The Documents in the active Record are queried and the Documents matching these values are merged together.
- Save Documents - Specify the Category / SubCategory / Name of where to save the resulting converted Documents. The Documents are saved there in the active Record.
All Category, SubCategory and Name fields can contain static values or variables.