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Create a variable document

Creating a variable document to use with the file merge workflow in FreeForm Create.

Keep in mind the following.

  • FreeForm Create only supports variable documents in the .pdf format. To create your variable document, use an application that can save the document as a PDF.
  • To create a variable document, use either a desktop publishing application that provides a mail merge function, or a page layout application with scripting support.

In the file merge workflow, FreeForm Create uses a variable document to provide the variable information used in the combined document.

A desktop publishing application or a page layout application takes information from a list or database and creates a variable document for use with a master document. Each application has different controls for this function.

  1. From your supported application, create the variable document to conform to the layout of the master document.
  2. Add the variable information in the appropriate places in your document.
    Figure 1. Variable document
    1 Variable element
  3. Save the file.
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