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BENKUEP
Participating Frequently
February 14, 2019
Answered

Naming PDF files created via data merge

  • February 14, 2019
  • 1 reply
  • 19070 views

Hello,

is there a way to automaticly name files that are created by the PDF export option of Indeiagns data merge function.

I want to generate the files names based on the CSV file im using with data merge.

Many thanks in advance,

Daniel

    Correct answer oliverk44923473

    HEY thanks but for some reason the TOC does not keep the Data Merge value on export. 

     

    the steps I am doing are:

    1 - selecting the data field and applying a paragraph style to it

    2 - creating a TOC based on that style (using your screen shots above)

    3 - exporting using the data merge

     

    when I open the PDF i only see the field name in the TOC and in the Bookmarks.

     

    I am exporting using the data merge / export to PDF.  Am i missing something?


    Not sure if you solved this but I thought I'd drop a comment incase anyone else comes here looking for solutions as I'm doing this myself at the moment and this thread really helped.

    If you do the data merge after applying the paragraph style and then create the TOC in the document created by the data merge and then export this should work.


    1 reply

    John Mensinger
    John Mensinger
    Community Expert
    February 14, 2019

    I'm fairly certain there's no way to do that using any native, UI-accessible features, but I imagine there's a possibility it could be scripted. That's assuming there is a way you can actually include the desired file name in the data merge to get into the document where a script can find it.

    Ask here: InDesign Scripting

      S
      SJRiegel
      Community Expert
      February 14, 2019

      It can be done using InDesign and Acrobat native features. 

      First, set up a paragraph style for the field that will be the file name.

      Create a TOC in InDesign, (it can be in the margin somewhere) with the option to include bookmarks checked; Check the box for Create PDF bookmarks when exporting the pdf.

      Then you can use Organize pages in Acrobat Pro to Split the file using bookmark names for file names.

        B
        BENKUEPAuthor
        Participating Frequently
        February 14, 2019

        Hello,

        SJRiegel. Thank you so much for your help. This works really fine. You helped me a lot.

        Best regards,

        Daniel

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