This document provides a 3-step tutorial for creating PDFs from Lotus Notes data using SWING Integrator: 1) Copy SWING Integrator design elements to the target database using the Setup Wizard. 2) Add an action button to a Notes form or view and copy code from the Integrator sample library. 3) Create an Office template in Word, Excel, or OpenOffice to design document layouts and select Notes forms and fields for data transfer.

1. 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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2. 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

3. 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

4. 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.

5. 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.

6. 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!

7. 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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