RoboTask forum

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

Good morning everyone,

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

Best regards, Ján

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

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

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

Thank you for your help.