Skip to main content

Convert a file to PDF

Create PDFs from Word documents and other file types

Convert a file to PDF

You can convert files inside the Documents tab in the engagement or Workspace. It's not currently possible to convert files inside the Requests menu.

  1. Right-click the document.

  2. Click Convert to PDF.
    ​

  3. Click Convert.
    ​

The PDF will be saved as a new version of the existing file. You can access the previous file from the Versions menu.

Only these supported file types can be converted to PDF: .csv, .bmp, .gif, .jpg, .png, .apng, .tiff, .webp, .docx, .doc, .xlsx, .xls, .pptx, .ppt, .odt, and .txt.

Bulk convert multiple files to PDF

  1. Check the box next to the desired documents.

  2. Click Convert to PDF in the toolbar.
    ​

See also

Did this answer your question?