Change a File to PDF Format

To change a file to PDF format, do the procedure in this topic.

PDF Converter Configuration Screen


  • The file you want to change must be in the source location.
  • An access token for your source and target data source to store the file to change and the output PDF file.

    For more information, refer to Access Tokens.

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the PDF Converter PDF Converter icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.


  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location of your file to convert to PDF format.
  4. Click Target Configuration Target Configuration icon.
  5. On the Target Repository screen, select the target location for your output PDF file.
  6. Click PDF Converter Configuration PDF Converter Configuration icon.
  7. On the PDF Converter Configuration screen, select the file types you want to change to PDF.

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