Document Conversion & Certification

  1. Navigate to Navigation Grid -> Settings -> Documents-> Document Conversion.


  2. Check the checkbox to Enable Non-PDF to PDF conversion. It includes 2 modes of conversation based on the conversion the File Type get enabled:
    • Manual
    • Automatic
  3. Select the appropriate radio button to make the conversion, Manual or Automatic.
  4. Edit the list of file types that can be converted.


The File types extensions should be comma separated, e.g. pdf, doc, xls

  • When the checkbox for Split .msg file content into separate documents is selected, the Queue Existing Documents pop-up window appears. This occurs if the user has chosen PDF Manual conversion and opts to switch to Automatic conversion for splitting the content.


  • The Attachment Conversion Type field specifies the action to be taken when an email message is dragged from Outlook into the Trial Interactive room.
  • The settings below clarify which attachment file types can be converted to .pdf as well as what to do with the source document after conversion.


  • The Email Attachment File Types Enabled for Conversion option, when enabled, ensures that attachments of the specified file types are automatically converted to PDF during email processing.


  • When the Delete the source document after conversion option is enabled, the source file is automatically removed from the main location after the conversion process is complete.


Document Certification

Trial Interactive allows users to submit certified copies of documents either through the myTI application or directly to the study room. Enabling the checkbox in this menu activates the function within the Documents module of the study room.