Configure document conversion

Document conversion is required when using file import, but not for other import channels.

Document conversion takes imported documents and converts them to a standardized format to ensure consistent document processing.

Before you begin

Before configuring document conversion, ensure that the required document conversion profile is available.

By default, DocAI Studio has two pre-configured profiles:

  • Default - PDF

  • Default - TIFF

Additional profiles may be available if already configured in TotalAgility Advanced Studio.

For more information about document conversion profiles, refer to the Tungsten TotalAgility Advanced Studio Help.

Procedure
  1. Open a DocAI Studio solution.
  2. From the ribbon, select Steps.
  3. Select the Document Conversion tab.
  4. Set Do you want to convert document(s) before processing? to Yes.
  5. Configure the following setting.

    Setting

    Description

    Document conversion profile

    Select a profile from the list.

    The selected profile is used to convert imported documents to a standard format.

    If your configuration has no errors, a green check is displayed next to Document Conversion in the list of steps. A red circle on the tab indicates the user operation configuration is incomplete.

    The document conversion activity is added to the DocAI Studio workflow.

  6. Save your solution.
Next steps
  • Optional. Configure other steps.

  • Optional. If you complete the configuration, publish your solution.

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