Create a Microsoft Word or PDF File

Microsoft Word Configuration Screen

Prerequisites

• An access token for your application is mandatory.

  For more information, refer to Create an access token.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Document tab.
     2. On the Document tab, drag the Microsoft Word activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.

Procedure

1. Complete the fields on the General Configuration screen.

   For more information, refer to Configure General Options for a System Activity.

2. Click Source Configuration .
3. On the Source Repository screen, select the source location for your file.

   For more information, refer to Source Repository.

4. Click Target Configuration .
5. On the Target Repository screen, select the target location for your file.

   For more information, refer to Target Repository.

6. Click Microsoft Word Configuration .
7. On the Microsoft Word Configuration screen, in the Word Template Name field, enter the name of the Word template file.
8. In the Destination File Name field, enter the file name of the output file.

   You can use Process Data screen to specify a process data variable.

9. (Optional) Click Save as PDF to save the file in .pdf format.
10. Click Load Word Fields.
11. Drag and drop the necessary Word fields to the Word Field list. To move all the Word fields to the Word Field list, click Move All.
12. In the Process Value column, enter the value to complete in the Word template.

    You can use Process Data screen to specify a process data variable.

13. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

RelatedTopics

• Configure General Options for a System Activity
• Microsoft Word activity
• Process Data Variables