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Form Conversions and Transformations

Mar 3, 2023 10:14:23 AM

Prerequisites: Advanced Training
Approximate Length: 1.5 Hours


This course covers the methods for converting Process Director Forms and document attachments to PDF, and transforming Process Director Form data to both PDF and Word formats.

Acquired Skills

  • Convert Forms and document attachments to PDF
  • Send data between Process Director Forms and PDF form files
  • Send data from Process Director Forms to Word Documents

Designed For

  • Implementers

Topics Covered

Convert to PDF Custom Task
  • Object Configurations
  • Configuring the Custom Task
  • Testing the Custom Task
Transforming Forms to PDF
  • The Transform Form to PDF Custom Task
  • The Sign PDF Custom Task
  • Object Configurations
  • Custom Task Configuration
Transforming Forms to Microsoft Word
  • The Transform Form to Word Custom Task
  • Word Transformations
  • Configuration
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

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Training Portal

Customers with learner accounts can log into the training portal to access their courses.

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Have more questions? Need help?

Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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