Writing characters in a Word document

[jan]

Hello everybody,

I would like to automatically create a PDF cover sheet for a PDF invoice collection. A Word template is to be opened for this purpose. Numbers are to be written in two places in the Word template. Then a PDF is to be saved.

So the steps are:

1. another software creates a yearly folder each year (e.g. 2025) and a monthly folder each month (e.g. 01) before the aforementioned software saves a PDF invoice (e.g. XYZ.pdf) in a subfolder (e.g. ...\2025\01\Invoice\OUT\XYZ.pdf)
2. robotask should now open a Word template for each monthly folder (e.g. 01)
3. have Robotask write the current month as a two-digit number at a specific position in the Word document (e.g. 01)
4. have Robotask write the current year as a four-digit number at a certain point in the Word document (e.g. 2025)
5. have Robotask create a "Data" folder in the month folder (e.g. ...\2025\01\Data)
6. robotask should save a PDF of the Word document in the "Data" folder (e.g. ...\2025\01\Data\Cover page.pdf)

Is this possible? If so, how?

I would be very grateful for your help.
best regards, Ján

[jan]

Good morning everyone,

Is there anyone here who can answer my question, please?

Best regards, Ján

[Oleg]

These are very vague requirements

... two-digit number at a specific position ...
... four-digit number at a certain point ...

Where are these positions?
A Word document can have a very different structure from simple text to a very complex format.
In an EXCEL document, for example, you can clearly specify the coordinates of a cell. In a WORD document, you cannot do this

[jan]

Hello Oleg,

Thank you for your reply. In the Word document, two numbers are to be changed on the first page and then a PDF is to be printed.

After careful consideration, the problem could be solved using XML files with defined placeholders. I have already tried this with other software. Unfortunately, this software does not yet allow printing to PDF.

Best regards
Ján

[sarausa]

You need to install a virtual PDF printer on your computer, then Robotask can print to PDF files. Slither io

[jan]

Thank you for your help.