The action Convert to image

Modified on Thu, 14 Aug at 5:30 PM

Purpose

Converts supported input files into image files (JPG, PNG, TIFF). Use this action in a scenario to generate images from documents, PDFs, spreadsheets, presentations, emails, and other supported file types.


Main option

  • To which format: choose the output image format (JPEG / PNG / TIFF). This is the primary setting, the converter will render each page or item as one or more images in the selected format.


Action to convert files to image like jpeg, png, gif, tif



Optional settings (More options)

  • If the file needs a password to open
    If incoming files may be password-protected, enter one password per line for each file type so the converter can open and render them:
    - For a PDF file: enter possible passwords (one per line).
    - For a Word file: enter possible passwords (one per line).
    - For an Excel file: enter possible passwords (one per line).
    - For a PowerPoint file: enter possible passwords (one per line).
    Rofiles will try the listed passwords in order; if none match, conversion will fail and follow your error handling rules.
  • For an Excel file
    Sheets: optionally specify the sheet numbers to convert (example: 1,3,5). Leave blank to convert all sheets.
    Excel Zoom in %: set the rendering zoom (default 100%). Adjusting zoom can improve layout and readability of wide spreadsheets when rendered to images.
  • For an email (EML/MSG) file
  • Use this template: select the presentation template that controls how the email (headers, body, attachments) is rendered to image. Click Edit to customize templates.


How to configure (quick steps)

  1. Add the Convert to Image action to your scenario.  
  2. Select the desired output format (JPEG, PNG or TIFF).  
  3. (Optional) Expand More options and add passwords for protected PDF/Word/Excel/PowerPoint files if needed.  
  4. (Optional) For Excel files, specify sheet numbers and adjust Excel Zoom %.  
  5. (Optional) For email files, choose the desired presentation template.  
  6. Click OK to save the action in the scenario.


Behavior notes and tips

  • Multi-page sources: documents and PDFs with multiple pages will produce one image per page. For spreadsheets with multiple sheets, images are produced per sheet (or per selected sheets), we recommend to use TIF, which is a multipage image format.  
  • Format differences:
    - JPEG (lossy): smaller files, good for photographic content; not ideal for crisp text.
    - PNG (lossless): preserves sharp text and line art; larger than JPEG.
    - TIFF: supports multi-page images and high-quality archival output; choose when required by downstream processes.
  • Excel rendering: specifying only needed sheets reduces processing time and output volume. Tune Excel Zoom % if content is clipped or too small.


Output and downstream handling

  • The action produces image files into the scenario pipeline; subsequent actions (Save to, Add stamp, Notify, etc.) can operate on the generated images.  


Troubleshooting

  • Conversion fails for protected files: confirm the correct password is listed in the appropriate password field.  
  • Layout issues with spreadsheets: try selecting specific sheets and adjust Excel Zoom %.  
  • Large file sizes: switch to JPEG or lower image quality in downstream image-processing actions (if available) to reduce size.  
  • Email rendering not as expected: edit the selected email template and re-test with sample EML/MSG files.


This action is designed to be simple (choose the desired image format) while offering optional controls for opening protected files, controlling Excel rendering and formatting email conversions.


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