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:
You can select specific configuration settings for the workflow via profiles. You can add stamps during the conversion process, and configure the metadata in the resulting output PDF
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 levels:
- 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.
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.