A workflow represents a broad use case and defines the general conversion process. Workflows are tailored to a specific use case, which is also reflected in the available configuration settings. All workflows provided cannot be changed.
The Conversion Service has six workflows:
The Conversion workflow is engineered for converting documents to PDF. Files are converted to standard PDF (not PDF/A), the file format is not validated, and the output documents cannot be signed. OCR is available as an optional processing step.
Archive PDF/A workflows
These workflows are engineered specifically for preparing documents for archiving. They assure conformance according to three specifications:
- Archive PDF/A-2: Default workflow for archiving.
- Archive PDF/A-3: Features and steps are identical to PDF/A-2, but allows you to embed attachments that are not in conformance with PDF/A.
- Archive PDF/A-1: Older version of the PDF/A standard. It is used where PDF/A-2 or PDF/A-3 conformance is not possible.
The Conversion Service automatically selects the highest conformance level for the Archive PDF/A workflow chosen.
For example, if you choose to convert to PDF/A-2 using the Archive PDF/A-2 workflow, the Conversion Service converts to PDF/A-2a where possible, which is the highest conformance level for PDF/A-2. The generated file is also compatible with PDF/A-2b (basic) and PDF/A-2u (Unicode) specifications.
For more information on conformance levels, see PDF/A - The standard for archiving.
Generally speaking, the processing steps for all Archive PDF/A workflows are identical. All input documents of a job are processed as follows:
PDF/A workflow steps
The Dossier workflow is specifically designed to compile multiple PDF documents into a single dossier. All PDF document supplied to the job are merged into a single PDF in the order that they were added to the job.
The Invoice workflow is engineered specifically for preparing invoices. This workflow converts a main document to PDF/A-3 and attaches one or more files to the result. For example, to a PDF invoice an Excel table containing additional data can be attached.
You can enable or disable the workflows available in the Conversion Service Configurator, in the Workflows & Profiles tab by clicking the toggle button right next to the workflow name. Your changes are kept in memory until you click Save & Restart Service.