7.4

l While debugging this task, the printer shows the message that the document can not be printed. This message is nor-
mal and will not appear when running a live configuration.
l If using a Microsoft® database such as Access® or Excel®, each software must be installed in the same version. For
example, using Microsoft® Word® 2007 with a Microsoft® Access® 2003 database will cause the task to fail.
l If the database path is specified in the Microsoft® Word® document, the mail merge has to be performed with the set-
tings specified in the document, otherwise the database path provided in the task is ignored and can cause different con-
flicts. To use custom settings, the Microsoft® Word® document should contain only mail merge fields with no database
path entered. The Microsoft® Word® to PDF Action task allows specifying the path of the database and the query to
use. The Use custom settings option is very usefully for using different databases and queries in a single process.
l If the database is the same for 2 processes, one of two processes aborts. Each process has to use different databases,
or no more than one process with a Microsoft® Word® to PDF task.
Output to SharePoint
The Output to SharePoint Action Task can be used to send files to an existing Microsoft SharePoint server.
Input
Any data file, with optional metadata.
Processing
The task connects to the selected Document store and uploads the current data file. If the file already exists, it will be over-
written and, if this option is selected, marked as "checked in". The information accompanying the file (the SharePoint meta-
data) is either updated or created.
Output
The output of this task is the original data file.
Task Properites
General Tab
l SharePoint Site:The name of the SharePoint site where you want to send the files. You can click on the Refresh but-
ton to display a list of sites on your SharePoint server.
l Document Library:The document library where you want to send the files. You can click on the Refresh button to
display a list of libraries on the SharePoint site selected previously.
l Folder:The folder location in the document library where your files will be sent. You can click the Browse button to dis-
play your folder structure. In the Browse Folders dialog, click on the folder you want to use and click OK.
l Force folder creation:If the folder does not exist, it will be created.
l Error if the file name exists:Task will generate an error if the filename is already there.
l Mark the document as checked in:Sets the "Checked in"property of the document on the SharePoint server.
l Configure Fields:Opens the Configure SharePoint Metadata Fields dialog.
Configure SharePoint Metadata Fields dialog
This dialog lets you setup the information you want to assign to the SharePoint Metadata information. It contains one line for
each field present in the SharePoint document library.
l Field Name:Name of the field as set in SharePoint Document Library.
l Field Information:The information to enter in the SharePoint Document's Metadata for this field.
l Use PDF/A:Check to use the information contained within an PDF. This PDFmust have been created with Plan-
etPress Image and contain an Index field (data selection) of which the name corresponds exactly to the Field Name in