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Convert Documents to PDF on Archives

GlobalSearch can convert documents being captured to an Archive into text-searchable PDF format through its optional Full Page OCR module. Use of this feature in GlobalSearch also requires a Content Search license and that Archives are Content Search enabled.  Regardless of whether your document is a scanned, imported, or dragged into an Archive, documents are automatically converted behind the scenes. This feature does not convert documents that already texted-based, such as the DOCX file format. However, it will redo the OCR process for any PDFs that may already be text-searchable on each save operation. Keep this in mind, as it can have a significant impact on performance and document access.

Document types that are converted to PDF are: JPG, PNG, TIF, TIFF, PCX, TGA, BMP, WMF, EMF, PSD, WBMP, GIF, TLA, and PDF.

Note that enabling this feature on existing Archives does not trigger PDF conversion on documents already in the system. If you need to perform a mass conversion of documents already present in an Archive, there are a number of ways to achieve this result, but their impact on the system should be carefully considered. Please contact Square 9 Software Support if you need assistance with understanding how best to approach this type of configuration in your specific environment.

  1. To enable converting documents to text-editable PDF when creating a new Archive, enable Convert Documents to PDF in the New Archive dialog.

  2. To enable converting in an existing Archive, click Convert to PDF from the More Options (

    ) icon for the selected Archive.

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