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BenBurbridge(JP)
Mail Merge Functionality without Using Mail Merge
Hi All,
I have an issue whereby information we collect via our online portal (using a visualforce page) is entered into a custom object.
At present I have a visualforce page rendering as a PDF document, nothing fancy but I have now been advised that this information needs to populate a formal form. This is a legal document.
The completed form needs to be available immediatelty after completion for download and customer signature but the mail merge option is a manual process which would be too slow for this.
Is there a way to populate a word / editable PDF document with specific fields from the custom document without using mail merge?
Any help is appreciated.
I have an issue whereby information we collect via our online portal (using a visualforce page) is entered into a custom object.
At present I have a visualforce page rendering as a PDF document, nothing fancy but I have now been advised that this information needs to populate a formal form. This is a legal document.
The completed form needs to be available immediatelty after completion for download and customer signature but the mail merge option is a manual process which would be too slow for this.
Is there a way to populate a word / editable PDF document with specific fields from the custom document without using mail merge?
Any help is appreciated.
http://blog.terrasky.com/blog/create-a-render-a-visualforce-page-as-pdf-button