This task topic explains how to convert a PDF order form using the Zuora Business Automation Dashboard, including optional settings configuration and file management.

1. Navigate to Home to access the Zuora Business Automation Dashboard.
2. In the Order Entry/Product section, click the Order Entry task, and then click the blue Order Entry button.
3. (Optional) In the Order Form Conversion dialogue, configure the following settings:
4. Read the disclaimer that pops up, and click Agree to accept the disclaimer.
   1. Keep original file on the server after the processing: If you select this checkbox, the PDF order form will be stored on this server after the conversion. The stored file will be archived after 365 days.
   2. Create a new account: When the account information in the PDF order form does not exist in our system, and if you select this checkbox, anew active account will be created for the draft order. This account also becomes the invoice owner account and subscription owner account foryour subscription.
   3. Additional information: You can enter predefined custom fields and specify values for the custom fields according to the examples.
5. Click + Select PDF File to upload your PDF order form.
6. Click Convert.