How to Archive PDFs with PDF/A Compliance in C#

using IronPdf;

// Create HTML content for the document
string htmlContent = @"
E html>


le>
body { font-family: Arial, sans-serif; margin: 40px; }
h1 { color: #2c3e50; }
.section { margin: 20px 0; }
table { width: 100%; border-collapse: collapse; }
th, td { border: 1px solid #ddd; padding: 10px; text-align: left; }
th { background: #3498db; color: white; }
yle>


Quarterly Financial Report</h1>
eport Period: Q4 2025</p>
 class='section'>
<table>
    <tr><th>Metric</th><th>Value</th></tr>
    <tr><td>Total Revenue</td><td>$4.2M</td></tr>
    <tr><td>Operating Expenses</td><td>$2.1M</td></tr>
    <tr><td>Net Income</td><td>$2.1M</td></tr>
</table>
v>
his document is archived in PDF/A-3b format for long-term preservation.</p>

;

// Render HTML to PDF
var renderer = new ChromePdfRenderer();
using var pdf = renderer.RenderHtmlAsPdf(htmlContent);

// Save as PDF/A-3b for archival compliance
pdf.SaveAsPdfA("quarterly-report-archived.pdf", PdfAVersions.PdfA3b);

using IronPdf;
using System.Collections.Generic;

// Create visual invoice HTML
string invoiceHtml = @"
E html>


le>
body { font-family: Arial, sans-serif; margin: 40px; }
.header { border-bottom: 2px solid #e74c3c; padding-bottom: 15px; }
h1 { color: #e74c3c; }
.invoice-details { margin: 30px 0; }
.line-item { display: flex; justify-content: space-between; padding: 10px 0; border-bottom: 1px solid #eee; }
.total { font-size: 20px; font-weight: bold; margin-top: 20px; text-align: right; }
yle>


 class='header'>
<h1>INVOICE #INV-2026-0042</h1>
<p>Date: February 7, 2026</p>
v>
 class='invoice-details'>
<p><strong>Bill To:</strong> Acme Corporation</p>
<p><strong>Address:</strong> 123 Business Ave, Suite 100</p>
v>
 class='line-item'><span>Software License (Enterprise)</span><span>$2,499.00</span></div>
 class='line-item'><span>Annual Support Contract</span><span>$499.00</span></div>
 class='line-item'><span>Implementation Services</span><span>$1,500.00</span></div>
 class='total'>Total: $4,498.00</div>
tyle='margin-top: 40px; font-size: 12px; color: #666;'>
This invoice complies with ZUGFeRD/Factur-X e-invoicing standards.


;

// Render the visual invoice
var renderer = new ChromePdfRenderer();
using var invoicePdf = renderer.RenderHtmlAsPdf(invoiceHtml);

// Prepare ZUGFeRD/Factur-X XML invoice data
string zugferdXml = @"<?xml version='1.0' encoding='UTF-8'?>
ssIndustryInvoice xmlns:rsm='urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100'>
:ExchangedDocument>
<ram:ID>INV-2026-0042</ram:ID>
<ram:IssueDateTime>2026-02-07</ram:IssueDateTime>
m:ExchangedDocument>
:SupplyChainTradeTransaction>
<ram:ApplicableHeaderTradeSettlement>
    <ram:InvoiceCurrencyCode>USD</ram:InvoiceCurrencyCode>
    <ram:SpecifiedTradeSettlementHeaderMonetarySummation>
        <ram:GrandTotalAmount>4498.00</ram:GrandTotalAmount>
    </ram:SpecifiedTradeSettlementHeaderMonetarySummation>
</ram:ApplicableHeaderTradeSettlement>
m:SupplyChainTradeTransaction>
ossIndustryInvoice>";

byte[] xmlBytes = System.Text.Encoding.UTF8.GetBytes(zugferdXml);

// Configure for ZUGFeRD/Factur-X compliance
var zugferdConfig = new EmbedFileConfiguration(EmbedFileType.xml)
{
    EmbedFileName = "factur-x.xml",
    AFDesc = "Factur-X Invoice Data",
    ConformanceLevel = ConformanceLevel.EN16931,
    SchemaNamespace = SchemaNamespace.facturX,
    SchemaPrefix = SchemaPrefix.fx,
    PropertyVersion = PropertyVersion.v1,
    AFRelationship = AFRelationship.Alternative
};

var embedFiles = new List<EmbedFileByte>
{
    new EmbedFileByte(xmlBytes, zugferdConfig)
};

// Convert to PDF/A-3b with embedded ZUGFeRD data
using var zugferdInvoice = invoicePdf.ConvertToPdfA(embedFiles, PdfAVersions.PdfA3b);

// Set invoice metadata
zugferdInvoice.MetaData.Title = "Invoice INV-2026-0042";
zugferdInvoice.MetaData.Author = "IronSoftware Billing";
zugferdInvoice.MetaData.Subject = "ZUGFeRD/Factur-X Compliant Invoice";

zugferdInvoice.SaveAs("invoice-zugferd.pdf");

using IronPdf;
using System;
using System.IO;

string inputFolder = "agency-records/";
string validatedFolder = "nara-transfer/validated/";
string rejectedFolder = "nara-transfer/rejected/";

// Create output directories
Directory.CreateDirectory(validatedFolder);
Directory.CreateDirectory(rejectedFolder);

// NARA transfer metadata requirements
string agencyName = "Department of Example";
string recordSeries = "Administrative Correspondence";
string dateRange = "2020-2025";

// Process all PDF files in the input folder
string[] pdfFiles = Directory.GetFiles(inputFolder, "*.pdf");

Console.WriteLine($"Preparing {pdfFiles.Length} records for NARA transfer");
Console.WriteLine($"Agency: {agencyName}");
Console.WriteLine($"Record Series: {recordSeries}");
Console.WriteLine();

int successCount = 0;
int failCount = 0;

foreach (string inputPath in pdfFiles)
{
    string fileName = Path.GetFileName(inputPath);

    try
    {
        using var pdf = PdfDocument.FromFile(inputPath);

        // Set NARA-required metadata
        var metadata = new System.Collections.Generic.Dictionary<string, string>
        {
            { "Title", Path.GetFileNameWithoutExtension(inputPath) },
            { "Author", agencyName },
            { "Subject", recordSeries },
            { "Keywords", $"NARA, {recordSeries}, {dateRange}" },
            { "Agency", agencyName },
            { "RecordSeries", recordSeries },
            { "DateRange", dateRange },
            { "TransferDate", DateTime.Now.ToString("yyyy-MM-dd") }
        };
        pdf.MetaData.SetMetaDataDictionary(metadata);

        // Convert to PDF/A-2b (NARA preferred for digitized records)
        string outputPath = Path.Combine(validatedFolder, fileName);
        pdf.SaveAsPdfA(outputPath, PdfAVersions.PdfA2b);

        // Verify the output
        using var verifyPdf = PdfDocument.FromFile(outputPath);
        if (verifyPdf.PageCount > 0)
        {
            successCount++;
            Console.WriteLine($"[OK] {fileName}");
        }
        else
        {
            throw new Exception("Output PDF has no pages");
        }
    }
    catch (Exception ex)
    {
        failCount++;
        Console.WriteLine($"[FAILED] {fileName}: {ex.Message}");

        // Move original to rejected folder for manual review
        try
        {
            File.Copy(inputPath, Path.Combine(rejectedFolder, fileName), overwrite: true);
        }
        catch { }
    }
}

Console.WriteLine();
Console.WriteLine("=== NARA Transfer Preparation Complete ===");
Console.WriteLine($"Successfully converted: {successCount}");
Console.WriteLine($"Failed (requires review): {failCount}");
Console.WriteLine($"Output location: {validatedFolder}");

using IronPdf;
using System;

// Court filing configuration
string caseNumber = "1:26-cv-00142-ABC";
string courtName = "US District Court, Northern District";
string documentType = "Motion for Summary Judgment";
string filingParty = "Plaintiff";

// Create legal document HTML
string legalDocumentHtml = $@"
E html>


le>
body {{
    font-family: 'Times New Roman', Times, serif;
    font-size: 12pt;
    line-height: 2;
    margin: 1in;
}}
.header {{ text-align: center; margin-bottom: 24pt; }}
.case-caption {{
    border: 1px solid black;
    padding: 12pt;
    margin: 24pt 0;
}}
.section {{ margin: 12pt 0; }}
h1 {{ font-size: 14pt; text-align: center; }}
.signature {{ margin-top: 48pt; }}
yle>


 class='header'>
<strong>{courtName}</strong>
v>

 class='case-caption'>
<p>ACME CORPORATION,<br>&nbsp;&nbsp;&nbsp;&nbsp;Plaintiff,</p>
<p>v.</p>
<p>EXAMPLE INDUSTRIES, INC.,<br>&nbsp;&nbsp;&nbsp;&nbsp;Defendant.</p>
<p style='text-align: right;'><strong>Case No. {caseNumber}</strong></p>
v>

{documentType.ToUpper()}</h1>

 class='section'>
<p>Plaintiff ACME Corporation, by and through undersigned counsel, respectfully
moves this Court for summary judgment pursuant to Federal Rule of Civil Procedure 56...</p>
v>

 class='section'>
<h2>I. INTRODUCTION</h2>
<p>This motion presents the Court with a straightforward question of contract interpretation...</p>
v>

 class='signature'>
<p>Respectfully submitted,</p>
<p>_________________________<br>
Jane Attorney, Esq.<br>
Bar No. 12345<br>
Law Firm LLP<br>
123 Legal Street<br>
City, State 12345<br>
(555) 123-4567<br>
jane@lawfirm.com</p>
<p>Attorney for Plaintiff</p>
v>

;

// Render with court-appropriate settings
var renderer = new ChromePdfRenderer();
renderer.RenderingOptions.PaperSize = IronPdf.Rendering.PdfPaperSize.Letter;
renderer.RenderingOptions.MarginTop = 72;
renderer.RenderingOptions.MarginBottom = 72;
renderer.RenderingOptions.MarginLeft = 72;
renderer.RenderingOptions.MarginRight = 72;

using var pdf = renderer.RenderHtmlAsPdf(legalDocumentHtml);

// Set metadata for court filing system indexing
var metadata = new System.Collections.Generic.Dictionary<string, string>
{
    { "Title", $"{documentType} - {caseNumber}" },
    { "Author", "Law Firm LLP" },
    { "Subject", $"Court Filing - {caseNumber}" },
    { "CaseNumber", caseNumber },
    { "DocumentType", documentType },
    { "FilingParty", filingParty },
    { "FilingDate", DateTime.Now.ToString("yyyy-MM-dd") }
};
pdf.MetaData.SetMetaDataDictionary(metadata);

// Convert to PDF/A-2b (widely accepted by federal courts)
string outputPath = $"court-filing-{caseNumber.Replace(":", "-")}.pdf";
pdf.SaveAsPdfA(outputPath, PdfAVersions.PdfA2b);

using IronPdf;
using System;
using System.Collections.Generic;

// Medical record metadata
string patientId = "MRN-2026-00847";
string documentType = "Discharge Summary";
string facility = "Metro General Hospital";
string department = "Internal Medicine";
DateTime encounterDate = new DateTime(2026, 2, 5);

// Create clinical document HTML
string clinicalDocumentHtml = $@"
E html>
ng='en'>

le>
body {{ font-family: Arial, sans-serif; margin: 40px; line-height: 1.6; }}
.header {{ border-bottom: 2px solid #2c3e50; padding-bottom: 15px; margin-bottom: 20px; }}
.patient-info {{ background: #ecf0f1; padding: 15px; margin: 15px 0; }}
.section {{ margin: 20px 0; }}
h1 {{ color: #2c3e50; }}
h2 {{ color: #3498db; font-size: 14pt; }}
.footer {{ margin-top: 40px; font-size: 10pt; color: #666; }}
yle>


 class='header'>
<h1>{facility}</h1>
<p>{department} | {documentType}</p>
v>

 class='patient-info'>
<p><strong>Patient ID:</strong> {patientId}</p>
<p><strong>Encounter Date:</strong> {encounterDate:MMMM d, yyyy}</p>
<p><strong>Attending Physician:</strong> Dr. Sarah Johnson, MD</p>
v>

 class='section'>
<h2>Chief Complaint</h2>
<p>Patient presented with acute respiratory symptoms including shortness of breath and persistent cough.</p>
v>

 class='section'>
<h2>Hospital Course</h2>
<p>Patient was admitted for observation and treatment. Symptoms improved with standard protocol...</p>
v>

 class='section'>
<h2>Discharge Instructions</h2>
<ul>
    <li>Continue prescribed medications as directed</li>
    <li>Follow up with primary care physician within 7 days</li>
    <li>Return to ED if symptoms worsen</li>
</ul>
v>

 class='footer'>
<p>Document generated: {DateTime.Now:yyyy-MM-dd HH:mm}</p>
<p>This document is archived in PDF/A-3a format for accessibility and long-term preservation.</p>
v>

;

var renderer = new ChromePdfRenderer();
using var pdf = renderer.RenderHtmlAsPdf(clinicalDocumentHtml);

// Set comprehensive metadata for medical records management
var metadata = new System.Collections.Generic.Dictionary<string, string>
{
    { "Title", $"{documentType} - {patientId}" },
    { "Author", "Metro General Hospital EHR System" },
    { "Subject", $"Clinical documentation for patient {patientId}" },
    { "PatientMRN", patientId },
    { "DocumentType", documentType },
    { "Facility", facility },
    { "Department", department },
    { "EncounterDate", encounterDate.ToString("yyyy-MM-dd") },
    { "RetentionCategory", "Medical Record - Adult" },
    { "RetentionPeriod", "10 years from last encounter" }
};
pdf.MetaData.SetMetaDataDictionary(metadata);

// Embed clinical data (HL7 FHIR format)
string fhirData = @"{
sourceType"": ""DocumentReference"",
atus"": ""current"",
pe"": { ""text"": ""Discharge Summary"" },
bject"": { ""reference"": ""Patient/MRN-2026-00847"" }


byte[] fhirBytes = System.Text.Encoding.UTF8.GetBytes(fhirData);

var fhirConfig = new EmbedFileConfiguration(EmbedFileType.xml)
{
    EmbedFileName = "clinical-data.json",
    AFDesc = "FHIR DocumentReference metadata",
    AFRelationship = AFRelationship.Data
};

var embedFiles = new List<EmbedFileByte>
{
    new EmbedFileByte(fhirBytes, fhirConfig)
};

// Convert to PDF/A-3a (accessible archival with embedded data)
using var archivedRecord = pdf.ConvertToPdfA(embedFiles, PdfAVersions.PdfA3a);

string outputPath = $"medical-record-{patientId}-{encounterDate:yyyyMMdd}.pdf";
archivedRecord.SaveAs(outputPath);