Transforming a document to PDF or HTML format

Webtop uses Documentum’s Document Transformation Services to provide the functionality to transform documents to PDF or HTML format. When a document is selected for transformation to PDF or HTML format, the request is sent to a queue where it awaits processing by Document Transformation Services. The default transformation parameters are used for that document type. When processing is complete, a new file in either PDF or HTML format is stored in the parent object’s list of renditions.

This feature may not be available in some applications.

It may also be possible, depending on what other Document products are installed on your system, to transform a document to PDF or HTML formats with options. See Creating a rendition through transformation and Creating a related object through transformation for more information.

To transform a document to PDF or HTML:

  1. Navigate to the document that you want to transform to transform to PDF or HTML.

    Note

    You can transform a parent file or another rendition. (Locating renditions is described in Viewing renditions.)

  2. Do one of the following:

    • In the Streamline view, on the line item for the file, click More>Tools>Transform to PDF or More>Tools>Transform to HTML.

    • In the Classic view, select the checkbox for the file, then select Tools>Transform>PDF Rendition or Tools>Transform>HTML Rendition.

  3. The transformation request is immediately sent to the appropriate queue for processing.