As a Stakeholder of a Process, you can import a PDF document while inside the Process.
Importing Processes can speed up the creation and editing to allow for an easy flowing Process. It allows you to import Activities, Tasks, Notes, Activity Tags, Process Objectives, Process Notes, Triggers, Inputs and Outputs.
Upload a PDF File
Open the Process you want to import to
Click on the Import button
Select a File to upload
Click on Choose File and select a file
Drag and Drop the file into the Import area
Each sentence will be broken up into its own section if it ends in a period and a space (". "). If there are bullets and numbered points, the system will split these records into their own sections whether they have a period and a space or not. Any information that has been added into a table will be rendered by row by cell. Each cell will be broken up by sentences as mentioned above. In the Options, on the Import panel you can add other separators.
Images that appear in PDF and Word documents will appear in the Import panel and can be added to Activities in the Process. As there is no way of knowing the name of the image from the word document, the image will be named the import_document_ACTIVITYID (e.g. import_document_14825).
Importing from a PDF does not work exactly the same as importing from a Word document. PDFs are seen as one big image when imported and may not always import accurately every time you import. Some PDF fonts will not convert and import correctly. If you are struggling to import a PDF, we suggest that you convert it to a Word document and then import it into ProcessPro.
Once the document has been loaded, you can change the section types and drag and drop the sections onto the map to create a Process.