Issues Seperating PDF

OL Connect Professional General
1

Hello have a upcoming job which im trying to run a trial for.

Essentially its a overseas client that wants to prepare invoices, they need the proofs back as PDF, however every individual record to be in a seperate PDF file, with the name of the file being _.pdf

I have looked through the tutorial and its not working for me.

First I merged Account No and Surname in excel so the field is already in the format required.

Then i goto Job Creation, Include MetaData, I have tried both Document Set Tags and Document Tags with Tag Name “Sort” Source Type “Field” Source “The actual data Source”

Then i goto Output Creation, Select Model Generic PDF

Output Type Directory

Job Output Mask

${set.metadata.Sort}.${template.ext}

Separation at Document Set level as Document level no longer works.

Split at None

Separation Document Set

Add Slip Sheet No

Jog After every None

Then that goes into Workflow

Execute Data Mapping -> Create Print Content -> Create Job -> Create Output (As Defined)

But the final output only gives me 1 pdf file, with the correct name for the very first entry.

Many Thanks for any guidance

2

Hi jzhuqptp,

It is working on my side. (I tested using Connect 2018.1.2 & 1.8) This is what I did.

Job Creation:

  1. Select Include metadata.
  2. In Document Tags added fields Account & Surname.
  3. Save preset.

Output Creation:

  1. Selected the Job Preset in the Configuration Name dropdown list.
  2. Set Output Type to Directory
  3. Set job Output mask to ${document.metadata.Account}_${document.metadata.Surname}.${template.ext}
  4. Selected Separation checkbox
  5. Set Separation Settings to Document
  6. Save preset.

When printing from the designer I get each PDF named as per your needs.

Your presets are stored at:

C:\Users_YourUserName_\Connect\workspace\configurations\OutputCreationConfig

C:\Users_YourUserName_\Connect\workspace\configurations\JobCreationConfig

You will need to update my output preset to use a location on your PC.

Download (You will need the latest version of Connect to use this)

EDIT:? Download (I went ahead and made a Connect 1.8 version too, with Workflow)

Regards,

S

3

Thank you very much, turned out I hadnt updated and was still at 1.7 I also think i forgot the key point of loading the job creation preset on the first page of job output.

Many Thanks!

4

Glad you got it sorted.

Regards,

S