Convert multiple files to other file formats

We hope that you'll find Encodian Vertr's user interface intuitive and self-explanatory to use. This article and accompanying video provide a comprehensive guide for converting a multiple selected files to other file formats using Encodian Vertr.

Step by Step Video Guide

Step by Step Guide

1. Navigate to a SharePoint site and selected document library where the Encodian Vertr app has been installed

2. Launch the Vertr application by following these three steps:

2.a. Step 1: Select the files you wish to convert

2.b. Step 2: Launch the file context menu

2.c. Step 3: Select 'Convert'

3. The Vertr application will launch defaulting to convert the files to PDF format.

Configuration options may differ where the system administrator has enabled / disabled certain features, additionally configuration options are contextual to the format of the source and output files. For example; you'll not be able to select the 'PDF/A Compliant' option unless the administrator has enabled this option and the 'Convert To' option is set to create a PDF file.

4. If required; select a different SharePoint document library to add the converted file to using the 'Destination Library' option:

For each file, update the configuration as required.

5. Select the file format using the 'Convert To' option:

'Convert To' options will be contextual to the file format of the source file

6. If required; set a new filename by updating the 'New Filename' text field:

7. To update file conversion settings click the settings icon

8. As required; select the required 'Options':

Overwrite File: Where a file exists with the same name as the converted file, this option sets whether the file should be overwritten or a new filename automatically generated.
Copy Metadata: When selected, metadata and the content type of the source file will be applied to the converted file
Copy Permissions: When selected, permissions applied to the source file will be applied to the converted file
Remove Markup (PDF Only): When selected and upon conversion, all tracked changes are accepted and comments removed to create the PDF document. The source document is not updated and tracked changes / comments will remain unaltered.
PDF/A Compliant (PDF Only): When selected, the PDF document generated will align to the PDF/A compliance version configured by the administrator.