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Policy Document creation from an XML feed

James Lawson
Registered: Feb 10 2010
Posts: 2

Hi everyone,

I wonder if anyone might be able to help me. I am very new to Acrobat Pro and i have what appears to be a unique situation which I suspect might not be.

The situation:

I have been tasked with receiving customer data via an xml feed and then producing a PDF document that is unique to each record and then emailing that document to each customer.

Is this something that Acrobat Pro can do?

If so what is the rough overview of how it is done.

Many many thanks to anyone that can help me.

Regards

James

My Product Information:
Acrobat Pro 9.2, Windows
thomp
Expert
Registered: Feb 15 2006
Posts: 4411
Yes, this is something that PDF can do. There are a few options.

A. Getting Data into Acrobat
1. Acrobat can import xml into a form.
2. Acrobat can import an XML file as an attachment
3. Acrobat can conntect to a Web Service, HTML site, or a DB, or Excel file

Acrobat JavaScript can parse XML, extract data from field, and read raw data from a file attachement. The extracted data can then be used to fill in form fields or build a custom (text only) report.

Acrobat JavaScript can also attach a PDF to an email and send it off.

The easiest approach is to build a dynamic LiveCycle form where one page represents a single XML record, and then import the xml into it.

Form a more automated approach, or if the XML is not a single file, I'd suggest building an automation script to control the entire process of acquiring the XML, applying it to a PDF, and then emailing it out.

Thom Parker
The source for PDF Scripting Info
[url=http://www.pdfScripting.com]pdfscripting.com[/url]

The Acrobat JavaScript Reference, Use it Early and Often
[url=http://www.adobe.com/devnet/acrobat/javascript.php]http://www.adobe.com/devnet/acrobat/javascript.php[/url]

Then most important JavaScript Development tool in Acrobat
[url=http://www.pdfscripting.com/public/34.cfm#JSIntro][b]The Console Window (Video tutorial)[/b][/url]
[url=http://www.acrobatusers.com/tutorials/2006/javascript_console][b]The Console Window(article)[/b][/url]

Thom Parker
The source for PDF Scripting Info
www.pdfscripting.com
Very Important - How to Debug Your Script

beardog
Registered: Mar 5 2010
Posts: 3
Thomp, commenting on this post you said

"Form a more automated approach, or if the XML is not a single file, I'd suggest building an automation script to control the entire process of acquiring the XML, applying it to a PDF, and then emailing it out."

this is the kind of process we need -- are there any scripting samples for something similar online that you know of?

our ideal workflow is (1) user submits xml from livecycle to x email address including hidden field specifying it's document type e.g. {companydoc1234} (2) this tool chceks for new email(s) (3) tool applies xml to all acrobat (template) forms under folder companydoc1234 on server (4) filled templates returned by email

we've not found anything like this/or anyone who seemed to know where to start (but to be fair we're probably asking the wrong questions)

thanks for any pointers/suggestions
thomp
Expert
Registered: Feb 15 2006
Posts: 4411
So you need an automatic data handling process? What you are describing is a fairly sophisticated workflow.

If you are talking about a very small volumn process, then you could do this on the desktop with a custom VB app and some Acrobat JavaScript. No servers involved.

But Acrobat is a desktop tool and cannot be used in a server process. So if your talking about a larger server based process you'll need server side tools. In this case, forget about email. Submit the data directly to the server.

The perfect server side tool for this is ColdFusion. It can both handle incoming data and form filling with LiveCycle forms.

These are the guys who know all about it:
http://www.fuzzyorange.co.uk/

Thom Parker
The source for PDF Scripting Info
[url=http://www.pdfScripting.com]pdfscripting.com[/url]

The Acrobat JavaScript Reference, Use it Early and Often
[url=http://www.adobe.com/devnet/acrobat/javascript.php]http://www.adobe.com/devnet/acrobat/javascript.php[/url]

Then most important JavaScript Development tool in Acrobat
[url=http://www.pdfscripting.com/public/34.cfm#JSIntro][b]The Console Window (Video tutorial)[/b][/url]
[url=http://www.acrobatusers.com/tutorials/2006/javascript_console][b]The Console Window(article)[/b][/url]

Thom Parker
The source for PDF Scripting Info
www.pdfscripting.com
Very Important - How to Debug Your Script

beardog
Registered: Mar 5 2010
Posts: 3
thanks thomp,

ill check them out