Update Word doc then save as PDF without Sharepoint

Hi Russel,

Have you concidered using the Save as PDF control in Smartforms itself, instead of using the Word Template.

Regards,

Yannick

Hi Russel,

Yes, by using the Save as PDF control it will convert the form to the PDF Smartobject which can be found System folder in the context in K2 Designer. You can create a list view of the PDF Smartobject where all forms converted to PDFs are stored.  From there you can access all the PDFs created from the form. In the form you can add a button and set rule that when clicked it will save the form to PDF list.

Hope this helps.

Regards,

Yannick

Hi Russel,

I see, sorry it was I that misunderstanding you. Are you able to update the MS word template with info from HR? Im just investigating the next step after the template is updated.

Apologies,

Yannick

Hi Russel,

I think i might have found a solution. Would you tell me what version of Smartforms you are using?

Thanks,

Yannick

Hi Russel and Yannick

What you need to do is as follows:

1. I assume that the updated document is already stored in a smart object with a datatype (file)

2. There is a PDF Converter Service Object that is OOB. You can simply generate that smartobject from the Service Object.

3. On the form you can setup a rule on a button (or similar) which calls this smart object. 

4. For the file input parameter of the PDF Converter smart object you need to retrieve that document from your smartobject and use the result of that for the input parameter on the PDF Converter SMO.

I have attached a simple form which will demonstrate this to you.

Walkthrough

1. run the form

2. upload a file

3. click the save button - this will call the PDF Converter SMO and create a PDF version of the file that you uploaded and insert that into the SMO where the document is saved.

Once you have the pdf in the SMO you can easily attach this to a mail event in your process.

You can then clean up the records in the SMO in your process.

Hi Steveb and Yannick

Any response?

Yannick you mentioned you might have a solution.

Steveb would you mind looking at the error i get on your package deployment please.

Thanks in advance.

Regards

Russell

I am new to smartforms.I have a word doc template saved on the server.I want to append some text on the document from smartform or smartobject.

Can anyone help