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Process Management Framework - Convert selected documents to PDF

Article published on the 13th of June, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The Convert selected Documents to PDF step takes a set of documents and converts them into one of the supported PDF formats.

The step can e.g. be run from the "Send to" menu in a document library, or from a My Tools button.

In the following image, a process includes simply the Convert selected documents to PDF step:

The process can then be run from the Documents library of an entity, such as a client or case, using the documents selected in the library.

The following image shows the settings for the Convert selected Documents to PDFs step:

Step specific properties

Parameter name Type Required Description
Destination Business Module String Yes Use this field to select the business module of the destination entity.
Destination Entity Id Integer Yes Use this field to define the ID of the destination entity.
Destination Library String Yes Use this field to define the destination library on the destination library.
Destination Folder String No Use this field to select a destination folder for the converted documents.
Output exists behavior String Yes Use this field to select what to do if a file with the same name as a converted document already exists. Options are:
  • Cancel
  • Overwrite
  • Rename
PDF format String Yes Use this field to select the output PDF format. Options are:
  • v. 1.3
  • v. 1.4
  • v. 1.5
  • v. 1.6
  • v. 1.7
  • UA1
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