how to use a pdf as a microsoft word template

You can use Process Data screen to specify a process data variable. In the Destination File Name field, enter the file name of the output file.

On the Microsoft Word Configuration screen, in the Word Template Name field, shows the name of the Word template file that is selected in the source repository.Select the target location for your output Microsoft Word file. Select the source location of your Microsoft Word template file. Complete the fields on the General Configuration screen.įor more information, refer to Configure General Options for a System Activity.In your process, double-click your activity.In the Process Builder, in the Activity Library,ĭrag the Microsoft Word activity onto your process.Various types of IDs, URL patterns, connection string formats,Īnd other technical information that is specificįor more information, refer to Where Can I Find Information and Examples for Third-Party Integrations? Includes specific business uses cases and examples explanationsįor third-party concepts details about the data models and input and outputĭata formats for third-party technologies and Of the vendors who create and maintain these technologies to provide this information. Is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility You can configure whether this activity waits for other activities before it runs.įor more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?.To create a Word template, refer to the online help for Word templates, Mail Mergeįields, and bookmark fields in Microsoft Word.In most text fields, you can use process data variables as an alternative to literal data values.If you use date-time variables in your Microsoft Word template file (.dot or.How Do I Create Repeating Tables in a Document I Can Use with the Microsoft Word Activity?.The Microsoft Word template file and the output Word or PDF file.įor more information, refer to Access Tokens. (Example) Create a Word Document and PDF File with Data from an App.Move Files and Folders from One Storage Location to a Different Location.

Configure General Options for the Document Transfer Activity.

Create a Report with Process Information.

Configure the Names of the Tasks in a Process.

Configure the Naming Convention for Instances of a Process.

Configure General Options for a System Activity.

Basic Steps to Create and Run a Process-Based Application.

(Example) Create and Run a Process-Based Application.

How to use a pdf as a microsoft word template