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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Edit the wordlayout of...
Small and medium business | Business Central, N...
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Edit the wordlayout of a report before saving as pdf

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Posted on by Rudy J. 29
When mailing a Sales Order with a word layout, we want to edit this word lay out first before saving it as a pdf.  Opening the document should be done automatically. Saving the document, we think, by a confirm command.  Is there a solution in BC to do this ? 
 
We saw already that you can edit word documents by using wordtemplates, but in my local BC23 version the edit function isn't visible and I don't know why.  You must setup something ?  Also this seems not a very easy way to edit only the worddocument.
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Dynamics 365 Business Central
  • Rudy J. Profile Picture
    Rudy J. 29 on at
    Edit the wordlayout of a report before saving as pdf
    No we didn't find the solution yet.  The issue is on hold at Customer sight.
  • Steve.Desmedt Profile Picture
    Steve.Desmedt 4 on at
    Edit the wordlayout of a report before saving as pdf
    Hi Rudy, 
    Did you find a solution for this as i am struggling with the same case.
    Thanks in advance
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 85,629 Super User 2025 Season 1 on at
    Edit the wordlayout of a report before saving as pdf
    As far as I know, this can't be done.
    For Attachments and Word Templates, there is an Edit in OneDrive function, but this cannot be saved to PDF. More details: https://yzhums.com/38181/
     
    Thanks.
    ZHU
     

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