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Improving your workflow with PDF

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For many people and businesses, creating PDF files means a lot more than converting a file to PDF. There are, for example, the possibilities to add a background to a PDF file, add a password to it or work with user tokens. Other options are sending PDFs with Dropbox or as an e-mail straight after conversion. Read on to find out how our workflow editor can help you to automate these features in your individual order.

Regardless of your requirements, when you convert a lot of PDF files daily, you will probably find it very helpful that a lot of features can be automated in PDFCreator. But it gets even better - with the workflow editor even the order in which the different actions are executed can be automated. Let's take a look at how that works.

In the Profile Settings in PDFCreator you have the possibility to define multiple profiles. Each of them contains settings that define what is done with your converted files. When you activate the workflow editor, these settings or actions are grouped into the three categories Preparation, Modify and Send. In order to define a custom order in which the actions are executed, you first have to select actions that you want to include in the profile. You do so by clicking on "Add Action" in the bottom. Afterwards you can move the grey action boxes in the desired order. An exception are crucial actions like for example the encryption of a file. Here, PDFCreator makes sure that they are being executed before certain others, which means these actions boxes cannot be moved around freely.

When the actions have been added, you can easily configure them directly by clicking on the wrench icon next to each action. Once you have saved the custom order, PDFCreator will use these settings every time you convert a file with this profile.

So, if you work with many PDF files on a daily basis, the workflow editor can be a great help. It lets you decide the order of the features that best fit to your individual requirements. By the way, we would love to hear what you are using PDFCreator for. Is there anything that you would like to have added, a feature or setting that could be helpful for your workflow? Let us know via https://support.pdfforge.org

Our quick step guide:

How to optimize your workflow for PDF files?

  • Download PDFCreator and open it
  • Go to the Profiles tab and make sure Custom Order is enabled (green)
  • Click on Add Action and add the desired actions
  • Drag and drop the boxes in the desired order and modify them via the wrench icon

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