Transform a Word document in PDF and fill in the fields on the PDF document

Question

Dear team,

I need your help again: I need to fill in a form every month when I review the accounts in a particular system. This way I keep a track of who is deactivated, who didn't access the system in a long time and who is still active.

Is there a way in Alteryx to:

- turn a Word document into a PDF

- fill in the fields on the pdf document with some template-like text

- combine the pdf with the monthly user report

If I can create some sort of dynamic app to have this document ready, it would help me tremendously.

Your suggestions are greatly appreciated!

Regards,

Ioana

RAVE · Answer

If you save the code below as a macro in Word and run it, it will prompt you for the directory you have your documents in and will convert them to a PDF. The PDF documents are placed back in the same directory. It does about a document each second. Then you can use Alteryx to read the PDF. Sub SaveAllAsPDF() Dim strFilename As String Dim strDocName As String Dim strPath As String Dim oDoc As Document Dim fDialog As FileDialog Dim intPos As Integer Set fDialog = Application.FileDialog(msoFileDialogFolderPicker) With fDialog .Title = "Select folder and click OK" .AllowMultiSelect = False .InitialView = msoFileDialogViewList If .Show <> -1 Then MsgBox "Cancelled By User", , "List Folder Contents" Exit Sub End If strPath = fDialog.SelectedItems.Item(1) If Right(strPath, 1) <> "\" Then strPath = strPath + "\" End With If Documents.Count > 0 Then Documents.Close SaveChanges:=wdPromptToSaveChanges End If If Left(strPath, 1) = Chr(34) Then strPath = Mid(strPath, 2, Len(strPath) - 2) End If strFilename = Dir$(strPath & "*.doc") While Len(strFilename) <> 0 Set oDoc = Documents.Open(strPath & strFilename) strDocName = ActiveDocument.FullName intPos = InStrRev(strDocName, ".") strDocName = Left(strDocName, intPos - 1) 'This instruction converts to PDF strDocName = strDocName & ".pdf" oDoc.SaveAs FileName:=strDocName, _ FileFormat:=wdFormatPDF oDoc.Close SaveChanges:=wdDoNotSaveChanges strFilename = Dir$() Wend End Sub

gabrielvilella · Answer

Alteryx cannot read Word documents. If you have the Intelligence Suit package you can read in PDF, BMP, JPEG, PNG. Another way could be developing a Python code to read DOCX.