Convert to PDF

Convert Microsoft file formats to PDF without leaving your data room environment

Travis avatar
Written by Travis
Updated over a week ago

PDF documents

Users can convert any MS format document - Excel, Word or PowerPoint into a PDF directly in a data room.

Create a PDF from an existing file

  1. Navigate to the file you would like to convert

  2. Right click on the selected file or click on the action button (•••) in the data room top navigation bar

  3. Click "Convert to PDF"

  4. Name the PDF file and select a data room location to save the new PDF file

You can also convert files to PDF within the in-platform document viewer, by clicking on the file name to launch the document viewer, followed by the "Convert to PDF" button.


To learn more about document management, visit the collection of articles in our help guide.

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