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WorkPoint Automate - Converts selected Documents to PDFs

Article last updated on the 16th of December, 2022.

The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.

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 document(s).
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
Load source property values Boolean No Use this field to define if this step should use the values from the step input when creating PDFs. This setting is not applicable in Combine Files Mode.
Add page numbers Boolean No Use this field to define whether this step should add page numbers to the document(s) being converted. The page numbers added by this setting will appear in the bottom center of the document as white numbers on a black background.
Version String No Use this field to define if a version number should be inherited from the source to the converted PDF. Options are:
  • Latest Version: Inherits the latest version of the source document(s)
  • Latest Major: Inherits the latest major version of the source document(s)
Combine Files Boolean No Use this field to define if the documents being processed by this step should be combined into a single PDF document.
Combined file properties Object No If "Combine Files" is set to "Yes", use this field to define an object which provides the properties of the PDF output file. Typically, an Item form object is used in this field.
Add Index Boolean No Use this field to define if the first page in the combined PDF file should include an Index. The Index contains information about which documents were merged into the resulting PDF.
Add source information Boolean No Use this field to define if the Index in the PDF should include a direct link to the documents combined into the resulting PDF.
Async Boolean No Select this option if you want to run the process in asynchronous operation.
Callback Url String No Option for Callback Url.
Callback Headers String No Option for Callback Headers.
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