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:
