2020.2

Microsoft® Word® Documents To PDF Conversion
The Microsoft® Word® Documents to PDF Conversion action task can be used to convert a
Word® document into a PDF file that can be used in your PlanetPress Workflow process. It can
also do a Mail Merge as it runs the task.
Notes
l Microsoft® Word® needs to be installed for this task to be functional and to test the
connection.
l Microsoft Word must not be currently opened when the automation task runs.
l Microsoft Word 2003 and up are supported.
l While debugging this task, the printer shows the message that the document can not be
printed. This message is normal and will not appear when running a live configuration.
l The task uses a printer queue set with the “PlanetPress Word to PDF Printer” driver,
which is created and set by default on-the-fly the first time a Microsoft® Word®
Documents to PDF Conversion action task is run. This printer cannot be shared on the
network in order to avoid confusion from network users, however it is shared between all
Microsoft® Word® Document to PDF action tasks on the same system.
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 settings specified in the document, otherwise the database path
provided in the task is ignored and can cause different conflicts. 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.
Input
A compatible Microsoft Word Document.
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