Document Conversion & Certification

Document Conversion

To configure the document conversion settings, follow the steps below.

1. Navigate to Room Settings > Documents > Document Conversion.
2. Check the Enable Non-PDF to PDF conversion checkbox and select any one of the conversion types options:
   • Manual
   • Automatic

3. Specify the file type extensions, using a comma-separated format, that should be enabled for conversion.

   

4. Enable the Split .msg file content into separate documents checkbox.
5. Select either Manual or Automatic as the conversion type.
6. If the Automatic is selected, the Queue Existing Document pop-up is displayed. Click Yes to queue existing documents for conversion and vice versa.

   

7. As the ‘Attachment Conversion Type’ select any one of the options by clicking on their radio button.
   • Discard the email body and create a new document for each file attachment.
   • Discard attachments and create a PDF using the email body
   • Create a single PDF file with email body and all the attachments
   • Create a separate document for the email body and each file attachment

     

8. Specify the file types in the Email Attachment File Types Enabled for Conversion which will automatically be converted to PDF during email processing.

   

9. Enable or disable the Delete the source document after conversion to delete the source document post conversion.
10. Click Save once the settings are configured.

    

Document Certification