Skip to main content

Convert Document

A Convert Document node converts each incoming document, spreadsheet, or presentation to another format and passes on the converted file. Use it to turn the spreadsheets partners send as .xls into .csv for a downstream system, to produce a PDF of every finished contract, or to convert files on upload before they are routed.

Convert Document accepts only file items, because it reads a file's contents. It uses the same conversion as Transforming Files, and the file's extension determines which output formats are available. Documents convert to docx, pdf, rtf, or txt, spreadsheets to csv, pdf, or xlsx, and presentations to pdf or pptx. documents convert to docx, pdf, rtf, or txt, spreadsheets to csv, pdf, or xlsx, and presentations to pdf or pptx.

To reshape the data inside a spreadsheet or a structured file rather than change its format, use a Transform node.

Settings

The node takes the target format, one of the formats available for the input file's type, and an optional destination path with the same tokens and templates as every destination. The overwrite setting is off by default, so an existing file at the destination fails the item with processing-failure/destination-exists instead of being replaced.

What the Next Node Receives

Convert Document passes on one file item for each converted file. The original file is unchanged, so connect the node before Convert Document to the next node as well when a later node needs the original.

Errors

A file whose format has no conversion to the target, for example a ZIP archive or a plain text file sent to a spreadsheet conversion, fails that item. Error Handling rules on the node determine what happens to a failed item.