Create your first pipeline

This walkthrough compresses PDFs from a server folder and delivers them to a second folder. You need management access and an allowed server folder.

1. Connect an inbox#

1. Open Processor → Sources → Connect source.
2. Choose Folder.
3. Name it Invoice inbox and enter a path on your server, such as /data/processor/inbox.
4. Leave Folder depth at Top level only for this first workflow.
5. Expand Advanced. Under After processing, choose Keep it, and only process it again if it changes so testing does not remove originals.
6. Select Create source.

Originals stay in place, and an unchanged file is not processed again. See Sources for other source types and options.

2. Connect an output folder#

Create another Folder source named Processed invoices, with a path such as /data/processor/processed. Keep it outside the inbox so the pipeline does not process its own output. See Sources → Folder for folder settings.

3. Build the pipeline#

1. Open Pipelines → New custom pipeline.
2. Name it Compress incoming invoices.
3. Choose Invoice inbox as the input and start with Manual only.
4. Add Compress and choose the compression settings.
5. Select Processed invoices as the destination.
6. Complete any settings highlighted by the builder.

See Pipelines for triggers, steps, supporting files, and destinations.

4. Test one document#

Select Test with a file and choose a PDF you can replace. The test runs the current steps and offers the results for download; it does not deliver them to the destination.

Open the output and check the content, page count, and file size. See Test and inspect output.

5. Save, then turn it on#

Save with Create paused while you finish checking the setup. When you are ready, open the pipeline, change its trigger to Folder watch, save the changes, and select Activate. See Save, pause, and edit.

Place one new PDF in the inbox and confirm that the result reaches the output folder. The original stays in the inbox and is not processed again unless it changes. Folder changes can take a few minutes to appear.

6. Check operation#

• Open Documents for the processing record.
• Open Review if a run fails.
• If you later switch to Delete the file, check the destination first: originals are removed once they are delivered. See Decide what happens to originals.