In this tutorial, we will show how to

create PDF with SWING Integrator

for Lotus Notes

How-To: PDF in Lotus Notes

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Requirements:• Lotus Notes or Domino Web application• SWING Integrator• Word or Excel or OpenOffice installed on the client

Benefits:• Creating PDFs with Notes data• Well-formatted and accurate document layouts• Authorized users can change document layouts

using the familiar Office tools

Step 1: Copy SWING Integrator design elements to your database

Select the destination database and let the Wizard do the rest

Open the Integrator database and start the

Setup Wizard

Step 2: Add the Integrator action button

In Domino Designer, add an action button to your Notes form or view...

...and copy the code snippet from the Integrator sample library.

Step 3: Create an Office template

We will use MS Office to design custom document layout.

Create a Word, Excel or OpenOffice template, or

import an existing template containing fields/bookmarks

Select Notes forms and fields for data transfer

Open your database; notice that the Templates view has been added. Let’s create a new template.

It’s ready to use now!

Send as PDF creates a PDF, and composes a memo with the

PDF attached.

Excel runs in the background, so users see

only the resulting PDF!

What we have done:• Copied design elements using Setup Wizard• Added an action button to the Notes form and view• Added an Excel template and set up the data

exchange

What we have got:• 1-step PDF in a Lotus Notes application• Ready to use SendAsPDF() or SaveAsPDF()• Office templates for easy maintenance• A comprehensive API for advanced programming

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