Tag PDF files

This topic describes how to tag fields in a PDF file. You can drag and drop field tags from a DocGen Package Field Tagger into the properties of each PDF field and then include the document in your DocGen Package.

Note: Nintex DocGen has the ability to convert your documents to PDF. You are not required to tag your documents in PDF to receive a PDF document.

Copy Salesforce values to PDF

To copy Salesforce values to Adobe Acrobat:

  1. In Adobe Acrobat, find a field you want to merge with Salesforce information and right-click it to get to the field Properties, this will open the Field Properties menu.

  2. In Nintex DocGen, click DocGen Packages and open the DocGen Package you want to edit.

  3. Open the Field Tagger and select Excel/PDF.

  4. Drag and drop field tags from the Field Tagger into the Name field in the Field Properties menu in Adobe Acrobat.

    For more information on the field properties in Adobe Acrobat, see PDF form field properties.

Copy Salesforce picklist or checkbox values to a PDF checkbox

To add picklist or checkbox values from Salesforce to checkboxes or radio buttons in PDF files:

  1. In Nintex DocGen, click DocGen Packages and open the DocGen Package you want to edit.

  2. Open the Field Tagger and select Excel/PDF.

  3. In Adobe Acrobat, open the General tab under Field Properties.

  4. Drag and drop the field tag from Nintex DocGen into the Name field on the Field Properties General tab.

  5. On the Options tab within the Field Properties menu, select an option under the Export Value field.

  6. For picklikst, assign all relevant picklist values to checkboxes within the PDF document.