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Convert PDF to DOCX - insert document Metadata into footer of converted document

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Posted on by 8

Hi Everyone,

 

I have a requirement to convert PDF files into DOCX format for a customer. The output file needs to have SharePoint Library metadata in the footer. I have setup a content type for the library and added a template which has the footer formatted and the metadata fields added (QuikParts), but when the flow converts the PDF (using the Adobe connector) it creates a file in the library which is in the content type required. There is then an update file properties step which adds the required metadata to the document library. At this stage there is no footer information at all. 

 

Does anyone know how I can achieve this? 

 

The required output will have version, document number(auto generated from SharePoint), owner, assigned date in the footer. This is all metadata that is created against the document in the library.

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  • DigitalMgr Profile Picture
    DigitalMgr 8 on at
    Re: Convert PDF to DOCX - insert document Metadata into footer of converted document

    The problem with these solutions is that the metadata gets modified when a review is completed periodically and it needs to be reflected on the footer. Still no closer to finding a solution. 

     

  • AlexEncodian Profile Picture
    AlexEncodian 4,320 on at
    Re: Convert PDF to DOCX - insert document Metadata into footer of converted document

    PS

     

    Perhaps a simpler step would be just to add a watermark to word document at the end that contains the metadata and position the watermark over the footer Add Text Watermark to Word / Add Image Watermark to Word

  • AlexEncodian Profile Picture
    AlexEncodian 4,320 on at
    Re: Convert PDF to DOCX - insert document Metadata into footer of converted document

    @DigitalMgr 

    You'll need to test it but one work around could be:

     

    1) Add a footer in your PDF using Encodian's Add HTML Header or Footer

     

    From your description, it sounds like you won't yet know the library metadata until the end file is created? Therefore populate a footer with merge tags (see next steps)

     

    2) Convert PDF to Word using Encodian's Convert PDF to Word action

     

    3) Create file and get required metadata and append to a JSON payload in Power Automate

     

    4) Use Encodian's Populate Word Document to merge the JSON and update the footer merge field (you can find syntax of how to write your footer here: Template Syntax Overview)

     

    5) Overwrite the original word file with the result

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