193 lines
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HTML
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<p>Business process designer > Graphical elements / Convert to PDF</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Convert to PDF</span></h1>
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<p class="p_Normal"><img alt="to_pdf_0" width="96" height="75" style="float:left;margin:0;width:96px;height:75px;border:none" src="to_pdf_0.png"/>Converts a <span style="font-weight: bold;">.docx</span>, <span style="font-weight: bold;">.doc</span>, <span style="font-weight: bold;">.dot</span>, <span style="font-weight: bold;">.rtf</span>, <span style="font-weight: bold;">.xlsx</span>, <span style="font-weight: bold;">.xls</span>, or <span style="font-weight: bold;">.xltx</span> file to <span style="font-weight: bold;">.pdf</span> in the course of a business process.</p>
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<p class="p_Normal">To illustrate, let's use the process in which a contract is created and sent to the counterparty. The contract is created from a template as a <span style="font-weight: bold;">.docx </span>file. It is then edited if necessary and sent to the manager for approval. The approved document is then converted to <span style="font-weight: bold;">.pdf</span> using the <span style="font-weight: bold;">Convert to PDF</span> element. The contract can no longer be edited, and an employee is assigned a task to send it to the counterparty. </p>
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<p class="p_Normal">The diagram of this process will look as follows:</p>
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<p class="p_Normal"><img alt="to_pdf_1" width="674" height="483" style="margin:0;width:674px;height:483px;border:none" src="to_pdf_1.png"/></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Set up the element</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><a href="360012265552.html#create_process" class="topiclink">On the process page</a>, go to the right pane and open the <span style="font-weight: bold;">System elements</span> tab.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Drag the <span style="font-weight: bold;">Convert to PDF</span> element to the process diagram and place it in the spot where you need the system to convert the document. </p>
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<p class="p_Normal"><img alt="to_pdf_2" width="1005" height="573" style="margin:0;width:1005px;height:573px;border:none" src="to_pdf_2.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Double-click on the shape to open its settings. </p>
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<p class="p_Normal"><img alt="convert-pdf-02" width="1011" height="604" style="margin:0;width:1011px;height:604px;border:none" src="convert-pdf-02.png"/></p>
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<ul style="list-style-type:disc">
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<li class="p_Normal"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. </span>Specify the name of the operation as it will be shown on the process diagram.</li><li class="p_Normal"><span style="font-weight: bold;">Input file</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span> <span style="font-family: 'Times New Roman',Times,Georgia,serif;">Select a </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;"><a href="360009707032.html#file_type" class="topiclink">Files</a> variable that will</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> store the document that will be converted to </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">.pdf.</span></li><li class="p_Normal"><span style="font-weight: bold;">Output file</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span> <span style="font-family: 'Times New Roman',Times,Georgia,serif;">Select a </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; font-weight: bold;">Files</span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;"> variable that will</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> store the converted document.</span></li><li class="p_Normal"><span style="font-weight: bold;">Name of the output file</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span> <span style="font-family: 'Times New Roman',Times,Georgia,serif;">Specify the name of the converted file. You can use process variables in the name. To do this, click </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">{+}</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> in the right part of the field. To add a date using the <a href="360007679591.html#date_time" class="topiclink">DateTime</a> </span>function, click <span style="font-weight: bold;">f(x)</span>. After the name, specify the format of the output document: <span style="font-weight: bold;">.pdf</span>. For example, you can specify the following file names in the field: <span style="font-weight: bold;">{$generated_file.__name}.pdf</span> or <span style="font-weight: bold;">Final Document.pdf</span>. </li><li class="p_Normal"><span style="font-weight: bold;">PDF standard</span>. Select a <span style="font-weight: bold;">.pdf </span>format. The default format is PDF/A-1a. Also PDF/A-1b and PDF1.7 are available.</li></ul>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">After having filled out the form, click </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Save</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></p>
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<p class="p_Normal">When the process flow reached the <span style="font-weight: bold;">Convert to PDF</span> step, the document will be automatically converted to <span style="font-weight: bold;">.pdf</span>. The converted document will be saved to the variable specified as the output file. You can use this variable further in the process. In the example that we reviewed earlier, the file will be attached to the task form, so the user will be able to download it and send to the counterparty.</p>
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