Document Steps

Workflow steps for operating on files stored in document accounts. Use these to move, transform, and convert documents alongside your data workflows.

File Operations

• Copy document file · Copy document directory
• Create document directory
• Delete document file · Delete document directory
• Directory listing — write a table of the files in a folder
• Fix file extension
• Rename document file · Rename document directory

Copy and rename steps treat a missing source as normal. When the file, or the folder to copy or rename, is missing, or the folder is empty, the step does nothing, finishes with a warning that names the path, and the workflow continues. A scheduled run over a folder that has no files that day no longer fails.

Encryption

• Encrypt file · Decrypt file — AES, Blowfish, or an Excel workbook password

PDF Operations

• Compress PDF
• Convert image to PDF
• Convert PDF or image to JPEG
• Merge multiple PDFs

Image Operations

• Crop image to headshot

Text Operations

• Concatenate files — join multiple files into one
• Document text substitution — find/replace inside a document

Encoding Conversion

• Convert document encoding — choose target encoding
• Convert document encoding to ASCII
• Convert document encoding to UTF-16
• Convert document encoding to UTF-8

See Also

• Convert Dashboard to PDF
• Delete Old Files
• Document accounts — connect document accounts before using these steps
• Documents guide — task-oriented walkthroughs for the same operations