Technical FAQs

Question

I would like to be able to query my PrizmDoc Server for all documents currently in a state of processing. I want to be able to do this to determine if a document is “hanging” during conversion, to determine my system’s efficiency (My RAM and CPU are at X% with ten documents converting), or for other tasks. This is currently possible for individual processes if you know the process ID. Is this possible for all processes?

Answer

The current version of PrizmDoc does not have an API to determine if any file is currently converting on PrizmDoc Server. PrizmDoc provides viewingPackageCreator, contentConverter, redactionCreator, and markupBurner APIs that report the status of a specific process, and whether it is in progress or not. However, it is currently necessary to know a specific processId to obtain that information.

There is an active Feature Request for this item available for viewing here.

ISVs, corporations, and SaaS solutions all have the same immediate digital transformation needs in common; they all need to bring forth technologies that improve both the customer and employee experience. The challenge is building and launching these technologies quickly, efficiently, and within a scalable, sustainable model. Product managers and development teams are all evaluating options to assist with meeting stakeholder demands for quality, while also meeting the need for speed to market. Enter the hidden value of third-party software integrations.

The secret life of APIs

Digital transformation is an ever-increasing priority for all businesses as well as an initiative that is seeing a surge in funding. In a recent State of the API Economy 2021 report by Google, 56% of enterprise leaders say APIs help them to build better digital experiences and products. Leaders are also finding value in focusing on an API-driven strategy, and 52% say APIs accelerate innovation by enabling partners to leverage digital assets at scale. 

How API Integration Works

At a very simple level, an API consists of code that allows two separate technology systems to communicate and interact with one another. It functions as a translator and messenger; delivering user requests and data from one system to a completely separate system. This effectively allows an application to utilize the features and data of other applications without having to build out that functionality from scratch.

For example, the Uber ride-sharing app connects customers to available drivers within a specific area. It does this with a combination of smartphone geolocation and accurate maps, but the Uber app doesn’t have mapping capabilities. To get those features, it connects to Google Maps by way of an API that allows the Uber app to access the relevant navigational data and use it to connect customers to drivers.

Another key function of APIs is their ability to automate key processes and connect legacy infrastructure to newer technology systems. Data can be collected in one system, for instance, and “pushed” into another system automatically. This not only eliminates the complicated (and error-prone) task of manually transferring data between different systems, but also allows users to build a workflow in an application they’re already accustomed to, without having to learn an entirely new system. 

More importantly, since APIs allow newer technologies, devices, and legacy applications to talk to each other, they provide firms with substantial flexibility when it comes to adding new platforms. Purchasing new software doesn’t mean throwing out existing tools, which significantly reduces the risks associated with technology investments and upgrades.

The cost savings with API Integrations

When you purchase a third-party API integration you’re gaining more than additional functionality for your application. You also gain access to a team of developers and support specialists who are here to assist you from POC to deployment and beyond.  Leaning on the specialization of a third-party vendor allows your developers to focus on application enhancements and release your product to market faster. Ultimately saving your company valuable development time and realizing product revenue faster.

Interested in learning more?

Could your business benefit from an API led digital transformation strategy? Schedule a consultation today, to learn more about the document management API integration options available from Accusoft.

COVID-19 insurtech

 

From large payouts and losses in some segments to rapid growth in others, the insurance industry has experienced seismic shifts due to the COVID-19 global pandemic. To keep some semblance of normalcy during these changes and the aftermath, organizations are turning to InsurTech solutions for help. 

According to Deloitte, InsurTech investments remain strong, with COVID-19 simply shifting priorities to virtual customer engagement and operational efficiency rather than cutting budgets. Data collected by Venture Scanner indicates that the global InsurTech market generated $2.2B in the first half of 2020.


The Challenge of Advancing a Product to Meet Immediate Needs

Tasks once completed manually at insurance companies can bottleneck an entire system in just a few days and prevent insurers from winning much-needed revenue. For this reason, providers are scrambling to make fast efficiency gains while minimizing risks that could lead to unrealized business opportunities due to slow processing. When it’s feast or famine, with customers either signing up or making claims in droves, there’s no time to waste.

As a product developer in the InsurTech space, this puts you in a precarious position. After all, how can you add functionality overnight when it takes time to build those new capabilities? While some organizations may have the available workforce to rally and build new features quickly, most don’t. 

If you’re like most in the development space, finding and retaining talent is a challenge. What’s more, they’re likely already looking at a project backlog spanning many months—if not years. For this reason, augmenting existing solutions with white-label, third-party plug-ins is an attractive option. Now, let’s turn our attention to the type of functionality insurers need to navigate recent shifts.


4 Essential Capabilities for the Insurance Industry in the Wake of COVID-19

Pew Research found that by June of 2020 roughly 3% of Americans had already made a mass exodus from highly populated areas like New York, New York and San Francisco, California due to challenges posed by the COVID-19 global pandemic. This number has likely grown since June and will likely continue to grow as hubs of economic growth continue to shift and settle. 

For each insured individual that moves and retains insurance coverage, there’s paperwork. For many, they’ll even switch providers as their previous provider may not be able to provide competitive rates in their new location. The sheer change-management involved in migrations of this scale is daunting. Without the ability to process requests faster, insurance companies could find themselves struggling to keep up. 

To help your insurance industry clients effectively navigate the road ahead, your applications need to include greater data-capture, data-conversion, and optical character recognition technologies that reduce the need for manual intervention in document processing. 

1. Data Capture Efficiency  

As the number of file formats increases, insurance organizations need the ability to quickly capture and process hundreds of different image formats. Beyond simply capturing them, they often also need to aggregate and convert those multiple formats into a single, secure, and digitally accessible PDF.

Rather than trying to build everything from scratch, sometimes partnering with a third-party software developer can give you a leg up on all the delivery time associated with expanding feature sets for the insurance industry.  

Essential Capabilities Should Include:

  • Support for multiple file formats
  • Automated image-correction and optical character recognition technology
  • Clean integration that maintains or improves processing speed 

Once data is captured, it then needs to be managed. To explore document management capabilities to consider when expanding your feature set for the insurance industry, click here

2. Identify Form Fields

Whether potential buyers are requesting new policies or current customers are evaluating existing policies, precise and efficient data-capture technologies can improve the ability of insurers to access important data and analyze policies. Adding these capabilities requires quite a bit of strategy. First, one must consider the core challenges involved in effective data capture: 

  • Poor inputs that aren’t easy to correct and capture 
  • Poorly designed forms that reduce image recognition success  
  • Imaging technology that can’t recognize a robust number of file formats and fonts 

When contemplating the structure of boxes for character collection, our experts found that using a square shape rather than a rectangle results in less data loss. While rectangles may, at first, appear to save space and therefore be a more effective option, research showed that they typically don’t provide the average user enough space to clearly write letters or characters without interfacing with the boundary lines. Thus, square boxes improve data transfer success. 

Figure 1: Examples of ineffective rectangular boxes versus effective square boxes for character capture. 

This is just one factor to consider when streamlining form processing within an insurance technology application. To explore more research on this topic, download the Best Practices: Improving ICR Accuracy with Better Form Design whitepaper.  

3. Confidence Value Reporting for Data Recognition

Not all optical character recognition technology is created equal. That’s why it’s important to make sure any solution you either create internally or partner with a third party to integrate provides ongoing confidence value reporting for data recognition. Having this capability in place can alert you to problems before they lead to costly issues — like duplicated efforts, a poor customer experience, or incomplete data hindering contract processing. 

4. Use OCR to Identify Different Documents

Optical character recognition (OCR) can help insurance companies cut down on manual effort by identifying different forms automatically, which equips application developers like you to create automation within your company’s product that routes identified forms through predefined workflows. 

Without OCR, significant manual effort is required to process forms required to execute insurance contracts. When evaluating OCR capabilities to add to applications, keep in mind these essentials:

  • Successful Character Recognition Rates – Given the highly regulated nature of insurance along with high fines for shortcomings, it’s often well worth the extra investment to get a solution with 99% accuracy versus 95%. 

 

  • Multi-Document Recognition with High Confidence Values– Given the broad number of file types insurance organizations receive, having a software package in place that cleans up documents before running them through optical character recognition tools improves the likelihood of extracted data being usable. With cleaner data in hand, insurance agents are empowered to make better recommendations to customers, ensuring they’re not over or under insured.

These are just a few items to consider when adding document viewing and forms processing features to your application. While automated workflows may have given organizations heartburn in the past, the reality is that high-volume, fast-changing environments can’t survive without them. Markets are changing so quickly that without automation to help bring order to the chaos, the tidal wave of requests will overtake the underprepared. 

Help your clients better respond to not only COVID-19, but also future-proof their ability to streamline claims by expanding document viewing and form processing capabilities. To learn more about our insurtech capabilities, explore our content solutions for insurance companies.      

Sept. 7, 2022 – TAMPA, Fla.Accusoft, a software development company specializing in content processing, conversion, and automation solutions, and Snowbound, a leader in document viewing and conversion SDK solutions, announced today that they have entered into a definitive agreement under which Accusoft will acquire Snowbound. In the largest acquisition in its 30-year history, the transaction will significantly expand Accusoft’s presence and product portfolio.

Snowbound’s VirtualViewer® technology, supported by its powerful RasterMaster® SDK, supports numerous formats including PDF, MS Office, AFP, DWG, TIFF, email, video, audio files, and more within one universal interface. Its REST API and RESTful content handler provide a more flexible development and deployment capability enabling it to be easily integrated into most applications. In addition, the company offers connectors for IBM FileNet, Alfresco, and Pega. This acquisition will enable Accusoft to expand into new viewing and collaboration technologies offering customers a more robust web-based document viewing experience. 

“Today, we celebrate the joining of two companies who have both driven significant innovation for web-based viewing, conversion, and imaging SDK technologies. I have always had the utmost respect for Snowbound’s leadership team and their employees as we have competed against one another for sales opportunities over the decades.  I am honored to bring Snowbound into the Accusoft family,” said Jack Berlin, CEO of Accusoft.

“We were incredibly selective as we looked for the right acquisition partner. We were deliberate in selecting an organization with a leadership team and product portfolio that would be compatible with our own, and that would continue to grow, develop and nurture what we have built at Snowbound. We have proudly driven 26 years of innovation in the way that companies securely share, collaborate, and process documents and images.  With the acquisition, our technology will expand RasterMaster®’s and VirtualViewer®’s Java-based feature set and allow continued empowerment to customers as they navigate the ever-changing world of digital transformation and the complexities of document management,” Simon Wieczner, CEO Snowbound.

While the acquisition is complete, Accusoft will wait until January 2023 to take full operational control of Snowbound. In the meantime, the two leadership teams will partner to close out a strong 2022 and transition the team and its assets.

For more information about Accusoft, please visit https://www.accusoft.com/.

About Accusoft: 

Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.

About Snowbound

For over two decades, Snowbound Software has been the independent leader in document viewing and conversion technology. It plays an integral role in enhancing and speeding company workflows for the Fortune 2000, including insurance claims processing, financial transactions, and more. Snowbound excels in providing customers with powerful solutions for capturing, viewing, processing, and archiving hundreds of different document and image types. Thanks to its pure Java technology and multi-environment support, Snowbound’s products operate across all popular platforms and can be integrated into new or existing enterprise content management systems. Nine of the 10 largest banks in the United States (seven of 10 in the world), as well as some of the biggest healthcare providers, government agencies, and insurance companies rely on Snowbound for their mission-critical needs. For more information, contact us at 617-607-2010 or info@snowbound.com, or visit www.snowbound.com

OnTask form automation

 

So, thanks to a global pandemic, you’ve been forced into running your business remotely. Perhaps this is a scenario your company was prepared for. Far more likely, you’ve found yourself scrambling to move to a 100% remote workforce with little time to prepare. The good news is: no matter where you find yourself on the preparedness scale, it’s not too late to set your business up for success.

There’s a popular Chinese proverb that says: “The best time to plant a tree was 20 years ago. The second best time is now.” Basically, if you want success and growth in the future, the time to prepare your business for remote work is now, rather than wasting time wishing you’d taken action earlier.

So, where does one begin when remote work has been so suddenly forced upon you? Certainly, there are dozens of issues to consider when it comes to optimizing a remote workforce — too many for us to adequately address here. So, for now,  we’ll stick with what we know best — how to manage your documents and forms.


Why Automation and Digitization Is Critical

To begin with, if you’ve been operating with paper-based processes — entering data manually on forms, distributing and filing paper-based documents, or collecting in-person signatures — those days are over…at least for awhile. So, if automating and digitizing your paper-based processes was on your “nice to have” priority list, it’s probably time to move it into the “must-have” category, pronto.

When it comes to managing a remote workforce, there’s also the tiny issue of security. Simply put, digital files are generally easier to secure than paper documents. This is especially important when your employees are working from home, where you have less control over who has access to those documents. 

Scanning and sending documents via email also poses a potential security risk if the documents are lost or stolen in cyberspace. Not to mention the fact that your employees’ inboxes are likely flooded with messages, making it hard to keep track of and manage those documents effectively. 

Many business leaders also feel that automating your documents, forms, and processes can help your business better weather the storms of an economic recession, including the one we appear to be entering now. According to  Forbes, 63 percent of business leaders say that automation tools will help safeguard operations against economic downturn.


Automation Offers Long-Term Benefits to Business

Even when you’re back in your office, there are probably many processes you can implement now that will help streamline your business for the future. According to TotalProSource, implementing a well rounded digital automation software solution can benefit your business long-term,  in many different ways, by enabling you to:

  • Access and complete documents easily, from anywhere, whether using a mobile device on the road or working offline at home. 
  • Collaborate with team members no matter where they’re located, and eliminate manual processes. 
  • Collect information and signatures and put them to work on automated workflows.
  • Integrate with systems you already use to get the most ROI.

Choosing the Right Digitizing and Automation Solution

When it comes to your business, we know that a document isn’t just a document and a form isn’t just a form they’re both critical components of how your business operates. That’s why you must look for an automation solution that easily integrates with your existing systems to ensure you are getting the most productivity and ROI.  

In order to help your business succeed in this changing environment, you need a solution like Docubee, a process automation tool that simplifies the creation, routing, review, and approval of documents and forms. Not only will Docubee help optimize your business for a remote workforce, it will also help enhance your operations for the future by allowing you to:

  • Digitize your forms and document in minutes to collect the right information the first time and put it to work.
  • Route, revise, and approve documents with multiple collaborators.
  • Empower employees to build their own configurable workflow solutions.
  • Automate workflows that enable your team to work and collaborate more efficiently.
  • Create workflows to meet your unique needs and integrate with your CRM and other favorite tools, using a configurable, no-code workflow designer that puts you in control of the process.

Ultimately, by automating and digitizing your forms and documents, you’re not only setting up your remote workforce for success now, you’re also preparing your business to avoid disruption in the future anytime you, or any key team member is unable to make it to the office.

Implementing any technology solution within an established organization can be a monumental challenge for a developer. Doing so for a legal firm that has a strong culture and longstanding processes can be even more difficult. That’s why LegalTech developers need to take a few key factors into consideration as they work on applications for the legal industry.

Build vs. Buy

One of the first questions any firm needs to ask is whether it wants to build a specialized solution or turn to an existing LegalTech application. In many cases, this comes down to a question of resources. For larger “big law” firms or legal departments within an enterprise business, internal developers may be available to build a customized application that caters to specific organizational needs. 

If the resources and development skills are on hand, building a dedicated solution can be an effective strategy. Developers can focus narrowly on the established processes used at the firm and design technology that targets clear pain points more effectively than an “off-the-shelf” product.

More importantly, as Kelly Wehbi, Head of Product for Gravity Stack, points out, building doesn’t necessarily mean starting from nothing

“I think a lot about how to leverage the platforms we have or could potentially purchase, but then add our own expertise and strengths on top of it. That doesn’t have to mean you have to build some entirely new interface or have to invent some new technology. It could be there’s a tool that’s out there that does exactly what you need and maybe you have to build a few customizations on top of that.”

Of course, building a solution also presents a number of challenges, especially if the project’s requirements are not well defined from the beginning. There’s a great deal of overhead involved with building new technology in terms of maintenance and ongoing support. It’s easy to fall into the trap of focusing on technology at the expense of services. But legal firms are not product companies; they need to focus instead on finding ways they can use technology to leverage their core services.

It’s that emphasis on services that drives many firms to buy the technology solutions they need rather than to build them. Existing software integrations are typically better positioned to maintain security and don’t need to be maintained as extensively. Deploying proven software integrations also helps organizations to maximize their on-premises resources and enhance their flexibility in the long-term. 

“I tend to default toward leveraging an existing platform when possible,” Wehbi admits. “Security ends up being a huge part of this and when you can leverage a company that’s solved that really well, that goes a long, long way. It offers you a bunch of options you wouldn’t have if you had to build it yourself,” Wehbi says. “That’s a pretty big undertaking to start from scratch.”

Getting Buy-In for LegalTech Solutions

Once the build or buy decision is finally made, there’s still the critical matter of executing and putting the new solution into practice. Getting feedback throughout the development and integration process is important, whether it’s gathered from anecdotal observations or some form of usage analytics. 

Neeraj Raijpal, CIO at Schroock & Schroock & Lavan, finds that implementations tend to go smoother when the development team is able to get rapid feedback from key decision makers: “The faster you get the feedback, the faster you know you’re down the right path or not. It is very frightening when the stakeholder…looks at something and says ‘This is exactly the opposite of what I expected.’ You don’t want to be in that situation.”

Ultimately, a LegalTech application’s success depends largely upon whether or not the firm as a whole embraces it. When developers are seeking to implement a solution, they need to be especially careful to take the culture of the firm into consideration. Without buy-in at the top, it will be difficult to convince anyone in the organization to commit to change. 

“If you’re trying to solve a problem because you have a deficiency in a current business process, but you’re not willing to change the process…that’s (a) disaster,” Raijpal warns. Although LegalTech solutions are designed to enhance efficiency and reduce errors, they often require people to learn how to use them or to abandon existing technology solutions.

Take, for example, a legal firm that needs to redact documents during the discovery process. The existing process likely involves printing out documents and then laboriously redacting them by hand with marker. Once that process is finished, they are scanned and saved as image-based PDFs. An HTML5 viewer with redaction capabilities could easily streamline this process to make it faster, more flexible, and more secure. Unfortunately, if the firm’s attorneys aren’t willing to adopt the new process, all of the potential efficiency benefits go to waste.

The Importance of Communication

Communication and ongoing support are critical to ensuring a successful LegalTech implementation. Developers can begin this important conversation right from the beginning when they’re designing application features. Whether they’re building everything from scratch or turning to software integrations, they need to have honest and thorough discussions to determine what specific features are needed to support legal processes. Implementing a LegalTech solution is more likely to be successful if that solution is closely aligned with the firm’s existing needs and future goals.

But the conversation doesn’t stop once the application goes live. Ongoing support and education is often necessary to help firms adopt new technology and make the most of its potential. Developers may even need to adjust some features over time as needs change. If they utilized third party software integrations to add key functionality, they need to know they can count on those vendors to support them as the LegalTech application evolves.

Make Your LegalTech Implementation a Success with Accusoft

Accusoft’s family of software integrations allow LegalTech developers to quickly add the features their clients need to modernize workflows and improve efficiency. Whether it’s PrizmDoc’s extensive document redaction capabilities that make it easier to protect privacy during eDiscovery or the automated document assembly features of PrizmDoc, developers can lean on our 30 years of document processing expertise so they can focus on building the tools legal teams require

As part of our ongoing work with the LegalTech industry, Accusoft recently sponsored a Law.com webinar on the subject of building vs buying technology solutions for legal firms. You can listen to some of the highlights with contributors Kelly Wehbi and Neeraj Rajpal along with host Zach Warren, editor-in-chief of LegalTech News, on the Law.com Perspectives podcast.

Processing and archiving massive volumes of paper mail was historically a major challenge for ARAG. When ARAG updated their records system to a newer version, they reevaluated their processing and archiving software and decided to migrate their C/C++ document conversion solution, the VB indexing application, and client application to Java. This move would enable them to support infrastructure growth independent of hardware and operating system requirements. With more than 200 users and 20,000 pages scanned daily, ARAG sought a reliable Java SDK and Library to facilitate the process.

Question

How can I verify that the services are running and healthy on a headless server?

Answer

You can use curl to make some simple GET requests to the endpoints that report service health:

curl -s http://localhost:18681/PCCIS/V1/Service/Current/Info

curl -s http://localhost:3000/health

curl -s http://localhost:3000/servicesConnection

If curl is unavailable you can use wget:

wget -qO- <URL>
Question

Why is the viewer not rendering my PDF?

Answer

Please check the developer console of your web browser to troubleshoot issues with documents not rendering, our product will report all errors and debugging information there.

Question

How can I verify that the services are running and healthy on a headless server?

Answer

You can use curl to make some simple GET requests to the endpoints that report service health:

curl -s http://localhost:18681/PCCIS/V1/Service/Current/Info

curl -s http://localhost:3000/health

curl -s http://localhost:3000/servicesConnection

If curl is unavailable you can use wget:

wget -qO- <URL>

convert excel pdf

Companies have a love/hate relationship with PDFs. While Adobe’s portable file format has been around for decades and remains one of the most popular document types available, some of its best features are overshadowed by frustration around conversion. Faced with a barrage of read-only PDF files or looking for ways to ensure the integrity of critical document data, you can spend significant time and effort searching for the ideal PDF converter application.   This is particularly true when trying to convert Excel to PDF.

In some cases, this means ignoring IT best practices to leverage web-based “convert PDF free” tools that offer the benefit of speed, but could introduce potential security risk. In others, you might opt for large-scale document solutions that make the process of PDF conversion cumbersome and complex.

As noted by recent research from Deloitte, shifting market trends make both approaches problematic. Consider converting a familiar spreadsheet format — Excel — into PDF. What should be a simple task is often torturous and time-consuming and can significantly impact staff productivity. Let’s break down this situation further. In this blog, we’ll explore the operational impact of PDFs, consider the case for conversion, assess the spreadsheet-specific situation, and offer a step-by-step solution for potential PDF permutations.

 


The History of the PDF

  • A quick search turns up multiple articles for and against the use of PDFs for business documents. Detractors cite the sometimes cumbersome process of converting and modifying this format, while electronic evangelists focus on the consistency of content across PDF files. To understand the impact of PDFs, let’s take a quick historical detour. First developed in 1991 by Adobe co-founder Dr. John Warnock, the Camelot Project focused on document consistency across user, location, and device. By 1992, Camelot became PDF and introduced two key features that keep it front-and-center for businesses:
    • Preservation PDFs are designed to preserve all data in the original file in its original format. As a result, any content — from text to graphics to spreadsheets — remains consistent when converted to PDF.
    • StandardizationNot only do PDFs meet ISO 32000 standards for electronic document exchange, the format also includes specialty standards such as PDF/A for archiving, PDF/X for printing and PDF/E for engineering.

 


The Case for Conversion

While preservation and standardization speak to the benefits of PDF creation, why do so many companies prioritize conversion? First is the read-only nature of basic PDF files. Consider documents that contain customers’ personally identifiable information (PII) or employees’ HR data. Demands for intra-company interoperability mean these documents are often widely distributed across multiple departments and even outside the organization.

Storage is also a key consideration. While many files — including Excel spreadsheets — can quickly balloon in size as data volumes increase, compression comes standard with PDFs. This permits greater storage with a smaller footprint to help maximize the capacity of local storage infrastructure.

 


The Situation with Spreadsheets

Spreadsheets offer a specific situation for PDF conversion. With spreadsheets often the standard format for financial reporting and offering critical functionality for structured data analysis, Excel files are everywhere. The challenge? Ensuring the right people can access the right data at the right time — with the right context. Consider spreadsheets sent from a desktop to a mobile device that isn’t equipped with the same office software. What appears as tidy rows and columns on a computer monitor may be a contextually convoluted mess on mobile devices, forcing you to work against existing formats rather than finding common function. 

Excel to PDF conversion offers three benefits to help solve the spreadsheet situation:

  • Format Persistence  — From standard spreadsheets to charts and graphs, the original format of Excel files is maintained in PDF. As a result, recipients don’t need specific office software to read Excel documents — in-app or online PDF readers are the only requirement.
  • Content Curation With the right PDF conversion tools, staff can easily choose what to share and how to share it. From converting entire documents to specific pages, making comments, or adding redactions, sharing is secure and simple.
  • Password ProtectionSpeaking of security, PDFs also permit password protection for both access and editing. This both reduces the risk of unintended access and ensures that only authorized personnel can alter spreadsheet data.

The Market for Modification

Given the popularity of PDFs and the potential benefits of effective conversion, it’s no surprise that the market for modification is rapidly diversifying. From lightweight applications that allow users to convert PDFs for free to online PDF converters, there are now multiple options to make the move from spreadsheet files to portable document formats. The challenge? Finding your best fit. For example, while free online tools offer the benefit of quick conversion, they introduce potential security issues if spreadsheets are converted outside the confines of local networks. 

Robust and reliable options from well-known providers, meanwhile, offer ways to maximize security without losing speed. Solutions like Accusoft’s ImageGear integrates alongside your existing applications, allowing document conversion under the auspices of local networks, while the PrizmDoc Cloud Conversion API lets you leverage the power of cloud resources customized to meet your needs. Even better? Start converting PDFs for free right now with an ImageGear trial or 300 free transactions in the Accusoft Cloud.  

 


A Step-by-Step Guide: How to Convert an Excel File to PDF

Ready to start converting spreadsheets with us? It’s easy. If you’re using the PrizmDoc Cloud Conversion API, easy is the operative word. Simply select your source format, pick the pages you want to convert, and then define your destination format. Need pages 1-5 of your XLS document in a PDF? No problem. Looking to merge multiple pages into a single document? We’ve got you covered.

If SDKs are more your style, there’s a simple, step-by-step process to convert Excel files into PDFs:

Step 1: Create an instance of Microsoft Excel format after initializing ImageGear.NET

In C#:


ImGearFileFormats.Filters.Add(ImGearOffice.CreateExcelFormat());

 

Step 2: Modify the open dialog box to accept *.xlsx and *.xls extensions.

In C#


 // After installation make sure you are including the following using statements
 using ImageGear.Formats.PDF;
 using ImageGear.Formats;
 using ImageGear.Formats.Office;
 using ImageGear.Core;
 using System.IO;
 using ImageGear.Evaluation;
            
// If you are evaluating our product, initialize the evaluation license
 ImGearEvaluationManager.Initialize();
 
 // After some initializations, load the necessary ImGear filters to create an instance 
 // of Microsoft Word format for input and an instance of PDF format for output using 
 // code that looks like:    
 ImGearFileFormats.Filters.Add(ImGearOffice.CreateExcelFormat());
 ImGearFileFormats.Filters.Add(ImGearPDF.CreatePDFFormat());
 
 // Next, the PDF library requires its own initialization:
 ImGearPDF.Initialize();
 
 // Then, simply read in all pages of the Word document using the 
 // ImGearFileFormats.LoadDocument() method:
 ImGearDocument igDocument;
 using (FileStream fileStream = new FileStream(inputFileName, FileMode.Open, FileAccess.Read, FileShare.Read))
 {
     igDocument = ImGearFileFormats.LoadDocument(fileStream);
 }
 
 // Finally, write out the document as PDF using the ImGearFileFormats.SaveDocument() 
 // method with the saving format set to ImGearSavingFormats.PDF and no special options:
 using (FileStream fileStream = new FileStream(outputFileName, FileMode.Create, FileAccess.ReadWrite))
 {
      ImGearFileFormats.SaveDocument(igDocument, fileStream, 0, ImGearSavingModes.OVERWRITE, ImGearSavingFormats.PDF, null);
 }

Ready to accelerate output and improve productivity? Keep conversion close to home with ImageGear, or opt for secure operational outsourcing with the PrizmDoc Cloud Conversion API.