📁 Enterprise ECM

SharePoint Document Library to PDF Conversion

How Fortune 500 companies convert 50M+ SharePoint documents annually to PDF—achieving 100% metadata preservation and $18M governance savings

100%

Metadata Preserved

50M+

Documents/Year

$18M

Governance Savings

99.9%

Uptime SLA

📑 Table of Contents

1SharePoint Integration Challenge 2Connector Types 3Batch Conversion 4Metadata Preservation 5Compliance & Governance 6Implementation Guide

📁 The SharePoint Integration Challenge

SharePoint holds mission-critical documents in Office formats. Compliance, legal discovery, and external sharing require PDF. Converting at scale while preserving metadata, permissions context, and audit trails requires deep integration.

Enterprise Scale

A Fortune 100 pharmaceutical company automated SharePoint to PDF conversion for regulatory submissions—reducing preparation time by 85%.

🔌 Connector Types

Connector	Use Case	Features
Graph API	Modern SP Online	Full feature access
REST API	SP Online/On-prem	Library operations
CSOM	Legacy integration	Deep customization
Power Automate	No-code workflows	Event triggers

⚡ Batch Conversion

Trigger Options

• On-upload conversion
• Scheduled batch jobs
• Workflow triggered
• Manual selection

Output Options

• Same library storage
• Archive library
• External storage
• Email distribution

🏷️ Metadata Preservation

1Column values → PDF XMP metadata

2Content types → Document properties

3Version history → Audit trail

4Permissions → Access context logged

✅ Compliance & Governance

Governance Features

• Retention label compliance
• Sensitivity label handling
• Legal hold support
• Audit logging integration

📋 Implementation Guide

1Configure Azure AD app registration

2Set up SharePoint site permissions

3Define conversion scope and triggers

4Map metadata fields to PDF properties

5Implement error handling workflows

6Deploy monitoring and alerting

SharePoint to PDF Excellence

Our SharePoint integration preserves 100% metadata with enterprise compliance.

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