Question

Add pages or append document to a PDF form

Workflow

Updated November 19, 2020

asked on March 13, 2015

I am creating a document, attaching (replacing) it with a PDF template, them populating the PDF.

I also need to append to this PDF with contents of one or more files to create a single PDF with the populated form data intact, plus contents of the the 2-3 other documents.

When I search for the other document and append pages, it finds the attachment doc, but tells me the source document has no pages. This is the PDF form I have attached (from file attached to the Workflow server) and populated with data in WF.

I have tried bringing the template document into LF first, generating pages, then attaching this vs. the attach electronic file tool, but this yielded the same results.

Is there a viable method (or workaround) that one can think of to allow me to append the PDF document pages to the form PDF I create in Workflow ?

Thanks,

chris

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Replies

replied on June 20, 2019

So it has been 4 years since this post and I was wondering what is on the development horizon for having the option to save entries from the "Fill Out PDF Form" activity as TIFFs so that pages are available to move, view, print without having to generate the pages first? What are most people doing as a workaround for this?

Thank you

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replied on January 3, 2020

I am also interested in this feature. There are a lot of postings from 2014.

Hope it is on the horizon now.

Thanks!

Christine

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replied on November 19, 2020

Hi guys,

You might want to have a look at this:

https://noscotek.co.za/workflow-activity-bundle/

There are options to generate pages from various document types as a WF activity as well as some PDF activities.

Thanks

Sheldon

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replied on March 13, 2015

Workflow does not have any built-in activities for modifying PDFs. You could use the script activities, but you will need a 3rd party library that can work with PDFs, something like iTextSharp or Aspose.

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replied on March 16, 2015

Miruna, is this something on the roadmap for a Workflow activity? It seems like this is a popular request.

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replied on March 16, 2015

Not at this time, for the same reason we resisted putting OCR in. It could be a potential performance hit under load when done on the Workflow Server.

I'm not saying it won't ever happen, it just needs a bit more consideration to handle all possible corner cases.

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replied on March 16, 2015

The way to do this in Workflow does require you to work with tifs. When you created the form using the template with pages, did you check that the filled-in form had pages associated with it after it was saved into Laserfiche? It sounds to me like even though you generated pages on the template, the resulting form is an electronic document without pages.

I'm not sure if this is an option for you, but Quick Fields has document merging capabilities. It allows you to merge documents of the same name. More details on that functionality can be found in the Help Files.

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replied on March 17, 2015

Tanya:

The filled-in form does not have pages associated with it and it doesn't appear as if I have an option that would make it so. If I did, I would simply "capture" all of the other pages to append as .tif (either natively or via conversion) and go that route.

I am working around by simply attaching the other documents as links, which is "workable".

I don't think the Quickfields option would work as we don't run QF agent, and would need a way to do the "capture and combine" process you mentioned "on the fly" via the Workflow session.

Like Blake, I would welcome greater PDF functionality within Workflow, even with potential for some server "hit", esp if I could mitigate potential performance issues using distributed processing....

Thanks to all for the input.

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Add pages or append document to a PDF form

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