Convert document

Enterprise Edition for Nintex Workflow 2019is required for this feature.

Microsoft SharePoint Server is required for this feature.

Converts a specified document from its current file type to a specified file type and sends a copy of the document in a specified URL location.

Note: We only support the conversions supported by Word services. For supported conversions, see the Microsoft article Word Automation Services Overview

Action settings

Field

Description

Source

The document to convert. Available in workflows for libraries only.

  • Current item: Convert the current file.

  • Source URL: The full URL of the file to convert. Include the file name and type.

    For example, http://mycompany.com/sales/WordDocument.docx

Source URL

The full URL of the file to convert. You can manually specify the value or build the value dynamically at run time using  (Insert Reference). 

For instructions on inserting references, see Insert references.

File type

The list of available file types the source can convert to.

  • Automatic: Converts the source to the extension specified in the Output URL.

    For example: If File type is set to Automatic and Output URL is http://mycompany.com/sales/PDFDocument.pdf, then the item is converted to a .pdf file.

  • Document: Outputs the file as an Open XML (.docx) file.
  • Document97: Outputs the file as a Word97 (.doc) file.
  • Document - MacroEnabled: Outputs the file as a macro-enabled Open XML (.docm) file.
  • Template: Outputs the file as an Open XML template (.dotx) file.
  • Template - MacroEnabled: Outputs the file as a macro-enabled Open XML template (.dotm) file.
  • Template97: Outputs the file as a Word97 template (.dot) file.
  • MIME HTML: Output the file as .mhtml file.
  • PDF: Outputs the file as a .pdf file.
  • RTF: Outputs the file as a .rtf file.
  • XML: Outputs the file as a Word XML(.xml) file.
  • XPS: Outputs the file as a .xps file.

Outbox URL

The URL to place the converted document. You can manually specify the value or build the value dynamically at run time using  (Insert Reference). 

For instructions on inserting references, see Insert references.

For example: http://mycompany.com/sales/PDFDocument.pdf

Note: The following settings results in an unknown file type, causing the Windows can't open this file dialog box to appear when a user clicks on a converted document.

  • If the File type is Automatic and the extension is not specified in the Output URL, the document will have no file type set.
  • If the File type is Automatic and the extension specified in the Output URL is not in the available list of file types, the document will not be converted but named to correctly with the file type.
  • If the File type is set and the extension specified in the Output URL is different, the document will have both file type and extension set, the document will however be converted to the File type set and renaming the document's extension with the File type set will allow the user to open it.

Overwrite existing item

If the Converted document should overwrite an existing item if it already exist in the Output URL specified. Select either:

  • Overwrite: Overwrites the current document, if versioning is enabled, a new version will be created.
  • Create new version: Document will be overwritten if versioning is not enabled.
  • Do not overwrite: Document will not be overwritten. However, the workflow will error if the item already exists.

Related information

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