This article gives details and examples of the functions that are available in steps used to convert a Word or Spreadsheet document to PDF.
Convert to PDF
As well as the Create PDF step, you can also use the Convert to PDF step to convert a document to PDF as part of a Process. This is useful if you want to email the document as a PDF attachment.
In the Convert to PDF step, in the Action section, the Document field indicates which document to convert.
To select the document that has been retrieved by the Document view in the filter, select "Trigger Document".
If the Process includes any steps that create documents, you can select one these documents as the document to convert.
In the Document field in the Convert to PDF step, you can select one of the documents that have been set up to be created in the Process. This only includes the documents created in steps that are before the Convert to PDF step in the Process and the number of the step in the Process is included for clarity.
In the following example, the Process has steps that create a Document and create a Spreadsheet. Select the document you want to convert to PDF.
When the Process is run, the PDF is added as a new document. The filing details for the converted PDF are set as default as the same filing details as the Word or Spreadsheet document that it is a copy of.
Note: The document owner will revert to the Process Owner when the document is set to system user.