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Create the Orignal Document in your Word Processor
Leave room for the subsequent merge fields - do not put 'place keeper' words in this document.
Print to Adobe Distiller or Open the Word document in Adobe Acrobat
You'll need to get your original document into a PDF editor. Adobe Acrobat or some 'look alike' product.
Once the document is inside a PDF editor, you can add the fields
Add the fields and name them exactly as they are named in the Template area, but do not use the ##...### convention
Save the PDF and upload it to the template area in EBSuite
Notice in all templates you have the XML/PDF tab - use that tab to "Choose File"
Do the Merge for a record as though you are sending an email
Pick the PDF template then choose among the PDF templates available.
Your MERGED PDF will be downloaded locally to your PC.
The merged PDF will require font matching and position adjustment
Depending on the PDF authoring tool you use, you may have to fine tune the document for font matching and field position.
| Straight forward process to Merge Data fields into a PDF document:
Create a Word document
Print the Document to Adobe Distiller
OR Create the Document in an Adobe authoring Tool
Add fields and name them with EBSuite Template tag names without the ##...##
Save the Adobe document as an EBSuite Template
Now use the Template just as you would when sending an email except now you'll have a PDF in hand. | | | | |  | Create the Orignal Document in your Word Processor
Leave room for the subsequent merge fields - do not put 'place keeper' words in this document.
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