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With so many employees and documents, enterprise documents processing can have its share of issues, be it for publication, archiving or legal discovery. You can customize certain parameters such as the naming scheme of the PDF file, what date format to use if a timestamp is chosen for naming the file, option to add page number, header, footer, table of contents, bookmarks and ability to produce PDF/A format. Look under the ‘Background processes’ section and you should see the ‘ AssistMyTeam PDF Automation Service‘ running. One can verify if the PDF Automation service app is active and running from the Task Manager > Processes tab.And if you right-click this icon, you will get a context menu something similar to below.You will see a new tray icon for this PDF Automation service app when it is running. This is required so that this service app runs as a background process to watch and monitor the administrator chosen folders and trigger PDF automation. This will configure your system to run the PDF Automation Service tool at Windows Startup.Using the above steps, define as many input folders as possible you want with their separate and unique sets of extensions, output folders etc.Lastly, enable the option ‘ Active‘ to make it ready for deployment as soon as you exit out of the PDF Converter settings. Use the browse for folder dialog box to choose one from your local or network drive. You will also need to specify the output folder where the converted PDF files will be stored. If you want the app to process all kind of document types that are copied to the input folder to PDFs, just leave it empty. And the app will ignore other types of documents while processing and converting documents with the provided extensions to PDF files. For instance, to only process text, word, excel and PowerPoint documents, you can add the corresponding extensions txt, doc, docx, xls, xlsx, ppt, pptx etc.
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If you want to selectively process document types to PDF, you can enter the file extension of those documents in the allowed list. Please do note that online drives such as OneDrive, Google Drive etc. Input folder can be local, or network shared or mapped drive.
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From the Settings panel, go to Auto PDF tab and check ‘ Enable Automation‘ option.Alternatively, invoke it from the context menu of Windows Explorer. Open the PDF Converter Settings panel from Start > Programs > AssistMyTeam PDF Converter for Windows.Steps to automatically process incoming files :
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