PDF Converter for SharePoint - User Guide - Version 12.2 - Last version under the Muhimbi brand

Sep 22, 2026

Upload by Finn

A step-by-step user guide for the PDF Converter for SharePoint, describing day-by-day conversion tasks and how to build SharePoint workflows to generate PDFs with options such as watermarks and PDF security. The guide targets SharePoint users, power users using Nintex and SharePoint Designer, and developers creating custom software. It also covers conversion methods for single files, folders, libraries, cross-converting between document types, merging and splitting PDFs, and exporting web pages through hyperlinks and web services.

LanguageEnglish

CategoryTechnology

FormatPDF

Pages157

Reading Time6 h 36 min

AccessFree to download

1 Introduction

1.1 Available SharePoint Features

1.2 Supported document formats

2 Converting documents using the SharePoint U.I.

2.1 Converting a single file

2.2 Converting an entire folder

2.3 Converting an entire document library

2.4 Writing the converted file to a different location

2.5 Working with the ‘Conversion Results’ screen

3 Converting documents via a SharePoint workflow

3.1 Create and configure the Document Library

3.2 Create and configure the workflow

3.3 Testing the workflow

4 Converting Documents using Nintex Workflow

5 Converting Documents using a K2 workflow

5.1 Prerequisites

5.2 Creating the workflow using K2 Studio

5.3 Creating the workflow using K2 Designer

6 Converting Documents / web pages using hyperlinks

7 Processing documents using Web Services

8 Controling which InfoPath views to Export to PDF

8.1 Use a special view for exporting to PDF

8.2 Determine at runtime which views to export

8.3 View prioritisation rules

9 Cross-Converting between document types

9.1 Cross-Converting file types using SharePoint Designer

9.2 Cross-Converting file types using Nintex Workflow

10 Merging multiple files into a single PDF

10.1 Merging files Using the SharePoint User Interface

10.2 Merging files Using a SharePoint Designer workflow

11 Splitting PDFs into multiple documents

11.1 Splitting files Using a SharePoint Designer workflow

12 Converting HTML and web pages to PDF format

12.1 Manually converting a web page

12.2 Converting HTML / web pages using SPD Workflows

13 Applying watermarks to documents

13.1 Applying Individual watermarks using SPD workflows

13.2 Applying composite watermarks using SPD workflows

PDF Converter for SharePoint-User Guide Muhimbi Ltd trading as Nutrient Version 12.2 Document Control | Draft | Author | Date | Comment | | --- | --- | --- | --- | | 3.0 – 10.1.2 | Muhimbi | 13/11/2009 –
13/10/2021 | Historical versions | | 10.2 | Muhimbi | 15/04/2022 | Updated for version 10.2 | | 10.2.1 | Muhimbi | 08/03/2023 | Updated for version 10.2.1 | | 10.3 | Stephen Carter | 26/04/2023 | Updated for version 10.3 | | 10.3.1 | Balazs Molnar | 22/08/2023 | Updated for version 10.3.1 | | 10.4 | Stephen Carter | 27/10/2023 | Updated for version 10.4 | | 11.0 | Stephen Carter | 13/11/2023 | Updated for version 11.0 | | 11.1 | Stephen Carter | 28/03/2024 | Updated for version 11.1 | | 12.0 | Stephen Carter | 24/11/2024 | Updated for version 12.0 | | 12.1 | Balazs Molnar | 27/03/2025 | Updated for version 12.1 | | 12.2 | Stephen Carter | 27/03/2025 | Updated for version 12.2 | Purpose and audience of document This document contains instructions about how to use the PDF Converter for SharePoint on a day by day basis as well as how to create workflows that utilise the PDF Converter. The intended audience is any SharePoint user with the need to convert documents to PDF format, apply watermarks or PDF Security as well as power users who create workflows using Nintex and SharePoint Designer or who develop custom software. Rebranding Muhimbi, Aquaforest, Orpalis, PSPDFKit and Integrify have rebranded as [Nutirent.io](Nutirent.io) to align our vision for the future. Our naming and branding of products is changing to create a cohesive suite of offerings. This edition will be the last version under the Muhimbi PDF Converter brand. Disclaimer © Muhimbi. All rights reserved. No part of this document may be altered, reproduced or distributed in any form without the expressed written permission of Muhimbi. This document was created strictly for information purposes. No guarantee, contractual specification or condition shall be derived from this document unless agreed to in writing. Muhimbi reserves the right to make changes in the products and services described in this document at any time without notice and this document does not represent a commitment on the part of Muhimbi in the future. While Muhimbi uses reasonable efforts to ensure that the information and materials contained in this document are current and accurate, Muhimbi makes no representations or warranties as to the accuracy, reliability or completeness of the information, text, graphics, or other items contained in the document. Muhimbi expressly disclaims liability for any errors oromissions in the materials contained in the document and would welcome feedback as to any possible errors or inaccuracies contained herein. Muhimbi shall not be liable for any special, indirect, incidental, or consequential damages, including without limitation, lost revenues or lost profits, which may result from the use of these materials. All offers are non-binding and without obligation unless agreed to in writing. Contents 1 Introduction 7 1.1 Available SharePoint Features 7 1.2 Supported document formats 9 2 Converting documents using the SharePoint U.I. 10 2.1 Converting a single file 10 2.2 Converting an entire folder 11 2.3 Converting an entire document library 12 2.4 Writing the converted file to a different location 13 2.5 Working with the ‘Conversion Results’ screen 15 3 Converting documents via a SharePoint workflow 16 3.1 Create and configure the Document Library 16 3.2 Create and configure the workflow 16 3.3 Testing the workflow 19 4 Converting Documents using Nintex Workflow 20 5 Converting Documents using a K2 workflow 25 5.1 Prerequisites 25 5.2 Creating the workflow using K2 Studio 25 5.2.1 Testing the Workflow 28 5.2.2 Troubleshooting 28 5.3 Creating the workflow using K2 Designer 29 5.3.1 Configuring SmartObjects 29 5.3.2 Creating the workflow 30 5.3.3 Testing the Workflow 33 5.3.4 Trouble

FAQs

Who is the intended audience for this user guide?

The guide is for SharePoint users who need to convert documents to PDF, apply watermarks or PDF Security, and for power users and developers who create workflows with Nintex/SharePoint Designer or custom software.

What conversion approaches are covered beyond converting single files?

It covers converting entire folders and document libraries, writing converted files to other locations, and converting via SharePoint workflows, Nintex workflows, K2 workflows, hyperlinks, and web services.

How does the guide handle watermarks on PDF outputs?

It includes sections for applying individual watermarks and composite watermarks using SPD workflows, including text, RTF, image, QR code, and barcode watermark types.

Sep 22, 2026

Upload by Finn