How Can I Put an Image in a Microsoft Word or PDF File?

To put an image in a Microsoft Word or PDF file with the Microsoft Word activity, do the procedure in this topic.

Screen



Prerequisites

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • To create a Word template, refer to the online help for Word templates, Mail Merge fields, and bookmark fields in Microsoft Word

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the Microsoft Word Microsoft Word icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  4. Click Source Configuration Source Configuration icon.
  5. On the Source Repository screen, select the source location of your Microsoft Word template file.
  6. Click Target Configuration Target Configuration icon.
  7. On the Target Repository screen, select the target location for your output Microsoft Word file.
  8. Click Microsoft Word Configuration Microsoft Word Configuration icon.
  9. On the Microsoft Word Configuration screen, in the Word Template Name field, shows the name of the Word template file that is selected in the source repository.
  10. In the Destination File Name field, enter the file name of the output file.

    You can use Process Data screen to specify a process data variable.

Procedure

  1. To connect the process value to the Microsoft Word fields, do one of these:
    • Click Basic Mapping.

      A warning message shows that you will lose all the mappings in Advanced Mapping.

      1. To show your image Mail Merge fields (for example, image:logo), click Click to Load Word Fields.
      2. Drag and drop the image Mail Merge field to the Word Field list.
      3. In the Process Value column, enter the absolute path of your image on the AgilePoint Server machine.

        You can use Process Data screen to specify a process data variable.

    • Click Advanced Mapping.

      A warning message shows that you will lose all the mappings in Basic Mapping.

      1. Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.
      2. Connect an element in your schema to an image Mail Merge field from Microsoft Word—for example, image:logo.
  2. (Optional) Click Save as PDF to save the file in .pdf format.

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