Document Conversion

  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 of the ‘File Type get enabled’:
    • Manual
    • Automatic
  1. Select the appropriate radio button to make the conversion, Manual or Automatic.
  2. Edit the list of file types that can be converted.

The File type 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.