Convert Document

The Convert Document flow block converts documents into different formats based on parameters set by the user. Many users link Convert Document flow blocks to a block. However, users can also connect other blocks like the Send to Docusign block and then Convert the signed document.

Convert Block Overview

Parameters

Flow Output

Index No.	Component, Control, or Indicator	Function
1	Converted document	When checked, a link is provided to the converted document in the flow output.
2	Document name	When checked, the converted document name is displayed in the flow output.
3	Compliance test passed	When checked, the compliance test result is displayed in the flow output. (true/false). This output is relevant only for 'PDF/UA-1' type.
4	Compliance test report	When checked, an XML file containing the details of the compliance test result is provided in the flow output. This output is relevant only for 'PDF/UA-1' type.

Basic Settings

The basic settings define the name of your document and what type of document to convert into during flow execution. The Document flavor field controls what additional settings you will see when designing your flow. For example, the side panel only displays PDF settings when you have set the Document flavor to PDF.

Index No.	Field name	Function
1	Document	Specifies the document to convert. The document acts as a variable to determine the next step in the flow.
2	Document name	Sets the filename of the converted document. By default, the Document name field uses the name of the template.
3	Timestamp format	Sets the timestamp behavior for the converted document. When checked, the system adds a timestamp to the document's name as {{date}} {{time}}. However, users can also link other fields to the Timestamp format field. When using the linked field method, both the date and time fields can accept all date and time symbols.; Refer to Date & time patterns for more information.
4	Document flavor	The format of the document. Available formats include: Pdf Html Rtf Word Odf Word 97-2003 plain text Xps Pcl 6 Ps 3 Epub PNG Xlsx Pptx JPEG
5	Use direct input document	When checked, the system converts the linked document instead of the original .docx document generated by the flow.

PDF Settings

The PDF settings define how your converted PDF functions for users, including encryption, permissions, and password protection. The PDF settings only display if PDF is selected for the document flavor.

Index No.	Field name	Function
1	Profile	Sets the rate of compression Dynamic Link Library. A DLL (.dll) file contains a library of functions and other information that can be accessed by a Windows program. for the converted document. Options include: Standard: The system uses minimal compression . High quality: The system uses low compression. Small file size: The system uses maximum compression.
2	Compliance	Sets the PDF version and accessibility compliance level for the converted document. By default the system uses Pdf17 but can also support Pdf15 for legacy purposes. A document can also be converted with compliance to accessibility standards such as PDF/UA-1, PDF/A-2a or PDF/A-2u and PDF/A-1a or PDF/A-1b (legacy). Upon selecting PDF/UA-1, the following setting is displayed: Fail the flow if the converted document is not valid according to the compliance test result - Check this option based in your requirement. For more information on PDF/UA-1, see Features of PDF/UA.
3	Preserve Form Fields	When checked, the system preserves any forms fields in your document when converting to PDF.

Index No.

Field name

Function

Profile

Sets the rate of compression Dynamic Link Library. A DLL (.dll) file contains a library of functions and other information that can be accessed by a Windows program. for the converted document. Options include:

Standard: The system uses minimal compression .
High quality: The system uses low compression.
Small file size: The system uses maximum compression.

Compliance

Sets the PDF version and accessibility compliance level for the converted document. By default the system uses Pdf17 but can also support Pdf15 for legacy purposes. A document can also be converted with compliance to accessibility standards such as PDF/UA-1, PDF/A-2a or PDF/A-2u and PDF/A-1a or PDF/A-1b (legacy).

Upon selecting PDF/UA-1, the following setting is displayed:

Fail the flow if the converted document is not valid according to the compliance test result - Check this option based in your requirement.

For more information on PDF/UA-1, see Features of PDF/UA.

Preserve Form Fields

When checked, the system preserves any forms fields in your document when converting to PDF.

Protect pdf

Index No.	Field name	Function
1	Owner password	Sets password that unlocks the PDF document and provides access to all the document's features.
2	User password	Sets the password for users of the document. When a user enters the user password, it provides access to the features defined under Permissions.
3	Algorithm	Determines the algorithm to use when encrypting the converted document with the following options: RC4 40 bit, RC4 128 bit, AES 128 bit, AES 256 bit. The system uses RC4 40 bit encryption by default

Permissions

The Permissions settings define what users can do with the converted document such as printing or content copying.

Index No.	Field name	Function
1	Document assembly	When checked, the document allows users to modify the order of pages.
2	Content copying	When checked, the converted document allows the user to copy content from the document.
3	Degraded printing	When checked, users can print the document in low-resolution mode.
4	Fill in forms	When checked, form fields within the document are editable.
5	Modify annotations	When checked, annotations within the document are editable.
6	Modify content	When checked, allows users to change the content of the document.
7	Allow printing	When checked, allows users to print the document.
8	Allow screen readers	When checked, allows users to use a screen reader with the converted document.

Pdf properties

Index No.	Field name	Function
1	Author	Defines the author field for the document. You can type in a name for this field or use a linked field to fill the Author dynamically.
2	Title	Defines the title of the document.
3	Subject	Sets the subject of the document.
4	Keywords	Assigns keywords to the document. A comma must separate each keyword.
5	Creation date	Sets the creation date for the converted document.
6	Modification date	Sets the modification date for the converted document.

Certify PDF

Index No.	Field Name	Function
1	Asset Certificate	Defines the certificate, chosen from the dropdown.
2	Access Permission	Defines 3 access permission levels. Default value: No changes allowed to the PDF. Filling in forms: Allows users to fill in forms. Annotation modifications: Allows annotations to be made on PDF
3	Certificate Contact	(Optional) Identifies the person signing the certificate. This field cannot be edited later on.
4	Certificate Reason	(Optional) Reason for certificate. Once a reason is given, it cannot be changed or altered.
5	Certificate Location	(Optional) Location of certificate. This field cannot be edited.

HTML-specific parameters

The HTML-specific parameters define how the flow block functions when converting documents to HTML.

Index No.	Field name	Function
1	Document format	Sets the format when converting to HTML with the following options: MHTML: Keep everything in a single file. HTML: Saves a single file with the option to select multiple pages. This format is similar to the options when saving a page in your browser.
2	Encoding	Sets the encoding to use for the HTML conversion. The system uses UTF-8 encoding by default. For more information on supported encoding, refer to Oracle's Java list for more information.
3	Document resources	Defines how the system stores the extra resources connected to the document with the following options: Embed: The system stores the extra resources in the document. Shared on filesystem: Sets the system to store extra resources in a shared folder on your server. This setting requires a file system connector. We recommend using the Shared on filesystem setting to optimize resource usage and prevent the redundant copies common with the Own folder on filesystem option. Own folder on filesystem: The system stores extra resources in unique folders on your server. This setting requires a file system connector.
4	Header/footer export mode	Defines how the conversion handles headers and footers when converting to HTML with the following options: None: The system removes the headers and footers. First header/ last footer per section: The system uses the document's first header and last footer in every section. First header/ last footer per document: The system uses the document's first header and last footer at the end of the document.

RTF-specific settings

Rich Text Format(RTF) is a document file format that most word processors can read. The RTF-specific settings define how the Convert Document flow block handles RTF files.

Index No.	Field name	Function
1	Profile	The Profile setting defines the rate of compression for RTF files with the following options: Standard: The system minimal compression. Small file size: The system uses maximum compression.

Index No.

Field name

Function

Profile

The Profile setting defines the rate of compression for RTF files with the following options:

Standard: The system minimal compression.
Small file size: The system uses maximum compression.

Word-specific settings

The Word-specific settings define how the Convert Document flow block handles Microsoft Word file types.

Index No.	Field name	Function
1	Document format	Defines the Word format of the document with the following options: .docx, .docm, .dotm, .dotx, .xml. The system chooses .docx by default.
2	Compliance	Defines the Office Open XML(OOXML) version the system uses to convert the document with the following options: ECMA-376 1st Edition 2006, ISO 29500 2008 transactional, ISO 29500 2008 strict.
3	Password	Sets the password required to open the document.

ODF-specific settings

The OpenDocument Format (ODF) is an open XML-based document file format for documents containing text, spreadsheets, charts, and graphical elements. The ODF-specific settings define the Convert Document flow block behavior for ODF file types.

Index No.	Field name	Function
1	Document format	Sets the document format with the following options: Document (.odt) or template (.ott).

Word 97-2003-specific settings

Index No.	Field name	Function
1	Document format	The format of the document with the following options: Document (.doc) or template (.dot)
2	Password	Sets the password required to open the document.

Plain text-specific settings

Plain text document conversion produces documents that display and function similar to Notepad documents.

Index No.	Field name	Function
1	Encoding	Defines the encoding applied when converting the document text.

XLSX Settings

Post XLSX document format selection, the application displays the following settings:

Index No.	Field Name	Function
1	Profile > High quality	Slow file compression with high quality images.
2	Profile > High Performance	Fast file compression with average quality images. Also, the compressed file size is considerably large when compared to High Quality files.
3	Default	Average compression speed and image quality.
4	New tab per page	Renders each page in separate tabs.