PDF conversions: a feature dive

File admin is one of those tedious tasks that eat away at your time. More so when none of the documents you have are in the right format. In a busy office, PDF conversions can often be instrumental to efficiency.

This is one of the many areas where ThinkAutomation can lend a hand. With it, you can make sure every file, every inbound email attachment, is converted to the best format automatically.

So, let’s dive a little deeper into the ThinkAutomation PDF conversions capability.

What can you do with PDF conversions?

PDF conversions allow you to convert files, inbound messages and even URLs into PDF form, for greater security and storage ability. You can convert a wide variety of file formats to PDF. (Word documents, Excel spreadsheets, even images.)

The conversion runs the other way, too. So, you can also convert PDF files into various other file formats that are easier for you to use, edit or parse. Again, your file format options are pretty flexible.

Importantly, ThinkAutomation can make these conversions automatically on your behalf. So, you save yourself and your team precious time and effort.

Why are PDF conversions so handy?

By being able to automatically convert files between PDF and text or image files, you can both reap the benefits of the PDF format and avoid the negatives.

Firstly, PDF files are useful for security and safety. This is because they are less prone to malware than other file formats such as Word documents.

So, when your incoming attachments are automatically converted into PDF format, for example, it’s a boost to security. You can also encrypt and password-protect PDF files, making it easy to protect sensitive files from prying eyes.

On the other end of PDF utility, the format isn’t readily editable. Plus, PDF files don’t always make for easy parsing, with extracting information notoriously difficult.

So, you can set ThinkAutomation to automatically convert PDF documents in need of editing into Word or image formats. This allows for quick, easy editing and extractions.

Who finds PDF conversions useful?

These automatic PDF conversions are a useful feature for team members throughout your company. And they’re required more commonly than you might first assume, too.

For example, recruiters in the HR department can use PDF conversion functionality for easy and secure CV parsing. Candidates often submit CVs in PDF format, which makes pulling and pasting their information a fiddly procedure. This pain is significantly reduced with automatic PDF conversions and data parsing.

Admin teams can also benefit from PDF conversions. The files they receive will always come in an editable format, ready to take and sync information to the databases they’re updating.

Then there’s security and IT teams, who can be sure that any incoming emails and documents are converted into the safe PDF format for reading. Plus, they can ensure that sensitive information is protected and seen by only those authorised to do so.

How does it work?

With ThinkAutomation, PDF conversions can be completely tailored to your business thanks to conditional processing. In other words, you can set the functionality up so that ThinkAutomation converts files based on set triggers.

You simply set up the rules that outline exactly when, and under what conditions, you want files to be converted from one format to another.

For example, you might create a rule to convert inbound email attachments to PDF. Or, you might create a rule that regularly turns a monitored web page into a PDF for further processing. Perhaps you want to convert a PDF email attachment that contains the “CV” keyword into a Word document.

Either way, you create the rules. From there, ThinkAutomation converts files automatically for your ease.

Give it a try

PDF conversions aren’t the only function that you can automate with ThinkAutomation. Why not explore further with a 30-day free trial?