Run Action

Actions allow you to streamline work performed on documents by automating routine tasks. Once an action has been created it can be started with a single click to process single (or multiple) documents.


How to Run an Action

  1. Go to File Tab > Action Wizard and click on  Run Action
  2. Click on any action in the list to start the process
  3. Once started, the Action Pane will open on the right side of the PDF Studio window
  4. (Optional) In addition to any default files / folders specified in the action, you can add more files to process by clicking on  Add Files
    • Click on the down arrow  to instead Add Folder or Add Open Files
    • If needed, you can also choose any of the other Supported file types to process (i.e. to convert Word files to PDF). All files will be immediately converted to a PDF when the action is started using the default conversion settings for the file types based on settings in Preferences
    • NOTE: cloud drive files must be saved locally before they can be processed by an action.
  5. Once all the files have been selected click Start
  6. (Optional) If prompted, complete any additional inputs or settings needed during the Action steps. Each file will be saved automatically once it has been processed.
  7. When all the files have been processed the Done button will be displayed


 Additional Action Features

Status Icons

 Processing - the current file being processed

 Completed - all actions have been completed for this file

 Failed - did not complete action due to error in file

Pause / Resume

Action steps can be paused at any point by either closing the options dialog or exiting the currently active action tool. To resume the action, click on the Resume button in the action panel to continue processing the remaining steps and files. 

Exit Running Action

Running actions can be completed stopped at any point by doing the following:

If any document has not yet been saved, you will be prompted to do so when exiting the action sequence. 

Modifying the File List

The action file list can be modified at any point during the action sequence. This is useful if you need to process additional documents after the process has been started or realize one of the documents in the list is no longer needed. 

    NOTE: once the action has started documents can only be added to the END of the processing list.





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