Hi,
I have a MS365 PI account and would like to save a SharePoint Client Profile list we have created, into a PDF Report format file, for use by onsite Team Members doing inspection and testing work and for sending to clients in emails as required.
I would like to do this is the simplest and quickest way, either by checking an option in the list or by having a workflow automatically save an individual record after amendment, to save a new PDF file to a library location would be great.
I know I could :
- Print using a PDF creator, but I would like to be able to configure what is printed as not all fields are needed.
or
- export and link the list using a data connection to an excel file and then link to a Word doc for mail merge and then save as a PDF, but find this very painful method.
Suggestions please would be much appreciated.
It looks like this topic is very related to How to create an Invoicing System on SharePoint ? So I’ll just add note that I am going to write several blog posts how to merge SharePoint data and Word documents as an answer of the original question (How can you save individual list records into a PDF report format for printing?). Maybe it will not be the “all in one” solution, however I hope somebody will find useful ideas. And if I missed any of you question – just repeat it 😉
