Question

convert an existing document to pdf

Workflow Version 11 Laserfiche

Updated April 9

asked on May 3, 2024

Hi, I have an existing word document in my repository with its linked to the file is shown in Forms. Once the user click on Generate Agreement, workflow is moving the word document and move it to another folder, I need workflow to convert that document and convert it and save to pdf when moving it. Any way to solve this? Thanks.

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APPROVED ANSWER

replied on May 3, 2024

There is no native activity in Workflow to convert a miscellaneous Word document to PDF. There is a way if you are generating the Word document in the Workflow using the "Update Word Document" activity to save it as a PDF. But if you are just working with a Word document that is in your repository, the is no native option.

Other options would be to:

Code your own script to do it.
Purchase a third-party custom workflow activity (like the ones on this Marketplace post: https://marketplace.laserfiche.com/details/210806/Workflow-Activity-Bundle).

Note that I have done neither of those suggested options. I have never coded my own solution to convert a word document to PDF. And I have never used (or even seen a demonstration of) the custom workflow activities - I just know they exist.

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replied on May 4, 2024

On email is there an option to be able to send it into pdf?

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SELECTED ANSWER

replied on May 6, 2024

Hi, it can be done. The trick is to use 'download electronic document' activity, then use Update Word Document activity on the 'downloaded document.' See steps below.

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replied on April 9

That works beautifully! Thank you.

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replied on May 4, 2024

Any script to be able to convert document of that entry chosen to pdf please?

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convert an existing document to pdf

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