Configure Conversion Jobs to PDF

By creating conversion jobs to PDF, you can convert documents to PDFs.

In the procedures pane on the left, select your procedure.
The configuration pages for the selected procedure appear on the right.
Open the Processing tab.
In the Conversion Jobs to PDF table, click , or to edit an existing job, click .

You can also copy a conversion job by selecting it, clicking , and entering a new name when prompted. Copying a job allows you to quickly duplicate and modify it.
On the Document Selection page:
1. In the Job Details section, enter a name and description for the job name, and to make the job available for processing, select the Online check box.
2. In the Document Conversion section:
  - Select the Convert Documents check box.
  - To process documents for specific document profiles, select one or more document profiles listed in the Restrict to Document Profiles field, or select All to process documents for all defined document profiles.
3. In the Attachment Conversion section:
  - Select the Convert Attachments check box.
  - To process attachments for specific attachment types, select one or more attachment types listed in the Restrict to Attachment Types field, or select All to process attachments for all defined attachment types.
On the Output Destination page, in the Document Destination section (this section is enabled if you selected the Convert Documents check box in the Document Conversion section):
1. In the Conversion Output Destination drop-down list, select a suitable option:
  - Document: Replaces the original document with the conversion results. You can also change the document profile if desired in the New Document Profile drop-down list.
  - Document, Preserve Copy: Replaces the original document with the results, but allows for a copy of the original to be preserved as an attachment in the Content Capture Client. You can also choose a document profile if you select this option. However, you must select an attachment type from the Preserve Attachment Type drop-down list.
  - Attachment: Stores the results of the conversion as an attachment. You must select an attachment type from the New Attachment Type drop-down list. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from.
2. In the New Document Profile drop-down list, select the required profile. You have the option of changing the original document's present document profile if its being overwritten.
3. The Preserve Attachment Type drop-down list is enabled only if you selected the Document, Preserve Copy option in the Conversion Output Destination field. If applicable, select the relevant type. You can select None if you want to opt out of using a specific attachment type from the Classification tab.
4. The New Attachment Type drop-down list is enabled only if you selected the Attachment option in the Conversion Output Destination field. If applicable, select the relevant type. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from. You can select None if no attachment types should be considered or if none are available.
On the Output Destination page, in the Attachment Destination section (this section is enabled if you selected the Convert Attachments check box in the Attachment Conversion section):
1. In the Conversion Output Destination drop-down list, select a suitable option:
  - Attachment: Replaces the original attachment with the conversion results. You can also change the attachment type, if desired, in the New Attachment Type drop-down list.
  - Attachment, Preserve Copy: Replaces the original attachment with the results, but allows for a copy of the original to be preserved in the Content Capture Client. You can also choose a new attachment type if you select this option. However, you must select an attachment type from the Preserve Attachment Type drop-down list.
2. In the New Attachment Type drop-down list, select the relevant type. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from. You can select None if no attachment types should be considered or if none are available. You have the option of changing the original attachment's present document profile if its being overwritten.
3. The Preserve Attachment Type drop-down list is enabled only if you selected the Attachment, Preserve Copy option in the Conversion Output Destination field. If applicable, select the relevant type. You can select None if you want to opt out of using a specific attachment type from the Classification tab.
On the Post-Processing page, specify what happens after document conversion processing completes, depending on its success.

See Configure Post-Processing and Monitoring of a Conversion Job to PDF.
Review settings on the Summary page and click Submit to save the job.
Configure how batches flow to convert documents to PDF. See Configure Batch Flow to a Conversion Job to PDF.
Test the conversions to PDF job you created.

Configure Post-Processing and Monitoring of a Conversion Job to PDF

Use post-processing options of a conversion job to specify what happens after processing completes.

To configure post-processing and monitoring of a conversion job:

In the procedures pane on the left, select your procedure.
The configuration pages for the selected procedure appear on the right.
Open the Processor tab.
In the Conversion Jobs to PDF table, add or edit a conversion job to PDF.
Click the Post-Processing page to display the processing options for successful processing (no system errors) and unsuccessful processing (one or more system errors). The next steps apply to both sections: When there is no system error and When there are system errors.
In the Batch Processor and Batch Processor Job fields, specify which processing step, if any, occurs after document conversion processing completes. Only those batch processor jobs that you have defined for your procedure are available for selection. For example, if you didn't define a recognition processor job, then the recognition processor option will not be available in the Batch Processor field. If you choose recognition processor or conversions to TIFF/PDF in the Batch Processor field, then specify the corresponding processor job.

For example, you might send batches with no system errors to the commit processor. You might specify None for batches with system errors, then change their batch status or prefix to facilitate further processing in the client.
In the email address field, optionally enter an address to which to send an email after processing completes successfully or fails. While configuring and testing a conversion processor job, you might set yourself to receive email notifications upon system errors, then later automatically alert an administrator of processing errors.
In the remaining fields, specify how to change processed batches.
- Rename batches by adding a prefix. For example, rename batches that were unsuccessful with the prefix ERR for follow-up.
- Change batch status or priority. For example, you might change the status of batches with system errors, then create a client profile with batch filtering set to this status to allow qualified users to manually edit and complete batches that encountered errors.
Click Submit to save the job.

Configure Batch Flow to a Conversion Job to PDF

To run a conversion job to PDF, you must configure batches to flow to the job for processing. You do this by setting the conversions to PDF as a post-processing step in a client profile, an import processor job, or a processing job discussed under processing settings. See the post-processing information for the job or client profile from which you want to configure a batch flow, under Configure Processing Settings or Configure Capture Settings.

Deactivate or Delete a Conversion Job to PDF

When you delete a conversion job to PDF, it no longer remains available for batches for which it is set as a post-processing step. If a job specified for post-processing is not available, an error results for the batch. You may want to change a job to offline for a time before deleting it, allowing you to resolve unexpected issues with its deletion. Online conversion jobs run when they are selected in a client profile or on the Post-Processing page of a processor job. You can temporarily stop a job (take it offline) or change a deactivated job to run again. You cannot delete batch processing jobs if they are configured as a post processing job in another batch processor.

To deactivate or delete a conversion job to PDF:

In the procedures pane on the left, select your procedure.
The configuration pages for the selected procedure are displayed on the right.
Open the Processing tab.
To deactivate a job, select it in the Conversion Jobs to PDF table and click .

You can also deactivate or activate a conversion job to PDF by selecting or deselecting the Online field on the Document Selection page.
Select the deactivated job in the Conversion Jobs to PDF table and click .
When prompted, click Yes to confirm that you want to delete this conversion job.