Document Conversion

File Types

The following file types can be added as a binder item or file and will automatically convert to PDF:

  • Word (.docx)

  • Excel (.xlsx)

    • Data from linked tables may not appear

  • Powerpoint (.pptx)

    • Linked / copied and pasted Excel tables may not appear

Please ensure files are not protected by a password or other security method, for more information see Protected Documents.

Document Verification

Any documents converted to PDF will need to be verified before a binder can be saved.

To remove verification for converted documents, edit your Profile Settings.

To verify a converted document, select Requires Verification:

Select Accept to accept the converted document, or Reject to reject and delete the document:

If there are multiple documents to verify, select Next to verify the next document:

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