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Insert pdf into word document 2007 how to#
Insert pdf into word document 2007 update#
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From the ‘Actions’ menu select' ‘Convert to PDF’.Ĭonvert this document to this url using the same file name and include / exclude meta data.Add a Condition, as described above, to check if the ‘Status’ is now set to ‘You are fired’.Insert a new step and name it ‘Convert to PDF’.To mess around with the requester, and to show modified properties are automatically included in the PDF file, set ‘value’ to ‘You are fired’.In the ‘Actions’ menu select ‘Set Field in Current Item’.Click the second ‘value’ and select ‘Approved’ from the list.Click the first ‘value’ and select ‘Status’.This inserts the ‘If value equals value’ condition. From the ‘Conditions’ menu select ‘Compare Holiday Requests field’.

Insert pdf into word document 2007 update#

Step 1 – Check Status and update if needed. By moving the ‘Convert to PDF’ action to the 2nd step we ensure the latest changes are available to the PDF Converter. As we will be updating the value of a column, we cannot convert the document in the same step as the changed value has not yet been persisted to the Document Library. We need to create a workflow consisting of 2 steps.

Select the 2nd and 3rd checkboxes to make sure the workflow is triggered whenever a document is created or (its status) is updated.

Name the workflow ‘Convert Holiday Requests to PDF Format’.

On the first screen of the Workflow wizard, specify the following settings:.

From the File menu select New > Workflow.

Start SharePoint Designer and open the site collection that contains the ‘Holiday Requests’ library.

Note that I have right clicked on each DocProperty and selected Toggle Field Codes in order to visualise them.

We now have something that looks like the following document. Otherwise leave the document where it is.

Insert pdf into word document 2007 how to#

If you know how to then make this document the default template for the Document Library.

Clear the content of all fields from MS-Word or save the document and clear all fields using SharePoint.

From memory, I don’t have Word 2003 here). (When using MS-Word 2003, use Insert / Field / DocProperty.

In the right most column enter each corresponding DocProperty from MS-Word 2007’s Insert / Quick Part / Field / DocProperty list.

Insert pdf into word document 2007 free#

Feel free to use spaces and additional descriptions as this is just text that will be converted as is.

In the left most column add the name of each of the previously inserted columns.

Edit the previously saved document and insert a 2圆 table into the document.

If this is not done then MS-Word 2007 does not allow the DocProperties to be inserted (nice!).

Edit the properties for the document that was just saved and give each field a temporary value.

Do not use MS-Word 2007 format initially as it will not allow you to insert DocProperties ‘the MS-Word 2003 way’ (See the list of issues at the end of this article).

In the new Document Library create a new Document and immediately save it in MS-Word 2003 format as ‘Holiday Request.doc’.

Insert pdf into word document 2007 download#

Note that I have removed some of the default columns from the view.įollow the instructions below to create the template or download it from our site. We should now have something that resembles the screenshot below.

In the document library, create a folder named ‘Approved Requests’.

Column name: Remarks, Type: Multiple Lines of Text.

Column name: Status, Type: Choice, Choices: Pending, Approved, Denied, You are fired.

Column name: Reason, Type: Choice, Choices: Holiday, Personal leave, Skiving.

Column name: EndDate, Type: Date and Time.

Column name: StartDate, Type: Date and Time.

Column name: Requester, Type: Person or Group.

Create the following columns (feel free to create a new Content Type, but it is not necessary for this demo).

Create a document library named ‘Holiday Requests’.So, with that out of the way let’s get going.Ĭreate and configure the Document Library As of version 3.0 of the product we also support fields inserted using MS-Word 2007 Quick Parts. Update: This article mentions several times that this only works with DocProperties in documents saved in pre-Office 2007 based MS-Word documents. Some basic knowledge about creating and configuring document libraries is assumed. This example has been kept simple on purpose, feel free to add additional workflow logic to it.īefore you start, make sure the PDF Converter for SharePoint (v1.4 or newer) has been installed and you have access to a site collection with the appropriate rights to create workflows. This article shows how to create a system that allows business users to fill out a holiday request form in SharePoint and automatically file the request in PDF format. In essence this functionality allows custom PDF Documents to be created on the fly. As of version 1.4, our PDF Converter for SharePoint supports the refreshing of MS-Word DocProperties with the associated content stored in a Document Library’s custom columns.