Posted: 23 Jan 2020 9:10 EST Last activity: 2 Jun 2020 18:16 EDT
How to update fields in editable PDF using PDF connector
I have a PDF file opened through PDF connector which have editable fields where i neeed to update values. Please help me with steps to update the PDF using Pega Robotics. If not, suggest any workaround available with external DLLs.
***Edited by Moderator Marissa to update Product****
Filling of editable pdf are directly not supported on PDF connector as of now
The below can be work around#
1. You can generate similar word document and save it as pdf.
This is a laymen way but doesn't require custom coding or complex dll s
You can convert the pdf to, word file, bookmark the fields and fill them as needed.
Trust me, it will be quite simple by word, then convert the filled word to pdf
2. If it is not possible -
Then use itextsharp library ( u have to purchase the license for enterprise use,)
In this case, by c# coding, and using itextsharp.dll, u have to 1st list out all the fields,(getFields method)
and by iteration, try to find the field identifiers
Then, fill them by required values
Itextsharp methods are available on web easily
But, before trying, please check if your IT security team allows it, then check with IT procurement for licensing
I was able to convert a Word template document to PDF via a script, which requires that you save the document as PDF to a file location using a fixed file name - meaning that I cannot assign it the name of a bookmarked field from the template. I would like to be able to name the document as the loan number (a field in my template). From what I can tell, it doesn't not allow you to rename the document file. Do you happen to know of a way to rename the document after is has been converted to PDF? I've tried using the StringUtils - Concat method to rename the file, but haven't had any luck.