Document Steps

Manage documents in PlaidCloud workflows with steps for file conversion, copying, renaming, deleting, and PDF operations.

Compress PDF

Compress PDF files in a PlaidCloud workflow step to reduce file size while maintaining document quality for storage efficiency.

Concatenate Files

Concatenate multiple files into a single file in a PlaidCloud workflow step for combining text, CSV, or other document outputs.

Convert Document Encoding

Convert document file encoding between character sets in a PlaidCloud workflow step to resolve encoding compatibility issues.

Convert Document Encoding to ASCII

Convert document file encoding to ASCII in a PlaidCloud workflow step to ensure compatibility with systems requiring ASCII text.

Convert Document Encoding to UTF-8

Convert document file encoding to UTF-8 in a PlaidCloud workflow step for broad compatibility with modern systems and applications.

Convert Document Encoding to UTF-16

Convert document file encoding to UTF-16 in a PlaidCloud workflow step to support multi-byte character sets and Unicode text.

Convert Image to PDF

Convert image files to PDF documents in a PlaidCloud workflow step for standardized document output and archive-ready formats.

Convert PDF or Image to JPEG

Convert PDF pages or images to JPEG format in a PlaidCloud workflow step for web-compatible output and image processing tasks.

Copy Document Directory

Copy an entire document directory and its contents in a PlaidCloud workflow step for backup, staging, or duplication purposes.

Copy Document File

Copy a document file to a new location in a PlaidCloud workflow step for backup, staging, or file organization purposes.

Create Document Directory

Create a new document directory in a PlaidCloud workflow step to organize file storage for imports, exports, and processing.

Crop Image to Headshot

Automatically crop images to headshot dimensions in a PlaidCloud workflow step using face detection for standardized portraits.

Delete Document Directory

Delete a document directory and its contents in a PlaidCloud workflow step to clean up temporary or obsolete file storage.

Delete Document File

Delete a specific document file in a PlaidCloud workflow step to remove temporary, obsolete, or processed files from storage.

Document Text Substitution

Perform text find-and-replace substitutions in documents within a PlaidCloud workflow step for automated content transformation.

Fix File Extension

Correct file extensions in a PlaidCloud workflow step by detecting the actual file type and renaming with the proper extension.

Merge Multiple PDFs

Merge multiple PDF files into a single combined document in a PlaidCloud workflow step for report assembly and consolidation.

Rename Document Directory

Rename a document directory in a PlaidCloud workflow step to update folder names for organization and processing requirements.

Rename Document File

Rename a document file in a PlaidCloud workflow step to update file names for organization, versioning, or processing needs.