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Naming PDF files created via data merge

Community Beginner ,
Feb 14, 2019 Feb 14, 2019

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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

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correct answers 1 Correct answer

Community Expert , Feb 14, 2019 Feb 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.

Screenshot 2019-02-14 11.47.06.png Screenshot 2019-02-14 11.47.28.png

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

Screenshot 2019-02-14 11.56.47.png

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Community Expert ,
Feb 14, 2019 Feb 14, 2019

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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

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Community Expert ,
Feb 14, 2019 Feb 14, 2019

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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.

Screenshot 2019-02-14 11.47.06.png Screenshot 2019-02-14 11.47.28.png

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

Screenshot 2019-02-14 11.56.47.png

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Community Beginner ,
Feb 14, 2019 Feb 14, 2019

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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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New Here ,
Jan 23, 2021 Jan 23, 2021

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Would you mind elaborating on the following:

"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"

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Advisor ,
Jan 23, 2021 Jan 23, 2021

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Hello

 

I wrote and posted a script here: https://community.adobe.com/t5/indesign/how-datamerge-gt-export-as-individual-pdfs-gt-automatically-...

It works on the same principal, but you can export the pdfs directly form Indesign without creating bookmarks and spliting them in Acrobat.

 

Regards,

Mike

 

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Contributor ,
Feb 22, 2024 Feb 22, 2024

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props!  This script worked as intended and very simple to follow.  ty!!

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Contributor ,
Feb 22, 2024 Feb 22, 2024

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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?

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