To convert a file to PDF format, do the following.
Prerequisites
- The file you want to convert must be present in the Source folder.
Good to Know
- Only files in the AgilePoint Server file system can be converted to PDF format.
Navigation
- In AgilePoint Envision, open a process template.
- Navigate to the Miscellaneous stencil.
- On the Miscellaneous stencil, drag the
PDF Converter AgileShape, and drop it on the process template.
- To view the entire list of properties, in the Design Tasks pane, click Show Properties.
Instructions
- Complete the following fields as required:
| Field Name |
Definition |
Destination
|
- Definition:
- Specifies the file path or folder where the output file is to be stored.
- Allowed Values:
- The file or folder name with complete path.
- Default Value:
- None
- Custom Attributes:
- Yes
|
Source
|
- Definition:
- Specifies the name of the source file or folder containing files to be converted to the PDF files.
- Allowed Values:
- The source file or folder name with complete path.
- Default Value:
- None
- Custom Attributes:
- No
|
- Complete any additional configuration for this AgileShape according to your
requirements:
