My company has a use case that I’m trying to figure out a good solution for. We have .docx files with mail merge form fields that we will do some mail merge on but we need to transform the entire docx file into a pdf file with each of the mail merge fields becoming pdf form fields. Sales asked me to come post here as they aren’t clear on whether the PDF toolkit, Word toolkit or some combination of the two would be able to achieve this outcome or not.
Thanks for your inquiry. If you are using FormFields in your template, then you can export these FormFields into PDF. Please see the following link to learn more about MS Word FormFields:
See the following link to learn how to export FormFields to PDF:
Hope this helps. Please let me know if you need more assistance, I will be glad to help you.
Thank you, I was just looking over that documentation. One thing that wasn’t clear from the documentation, however, is what happens to mail merge fields when they are converted to pdf. Do they become form fields?
Thanks for your inquiry. No, Merge Fields are no converted to FormFields. Merge Fields just becomes a simple text in PDF.
So you should use MS Word FormField if you need get them exported them as FormFields in PDF.