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JanSpeksnijder-6035 avatar image
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JanSpeksnijder-6035 asked CharlesKenyon-8472 answered

How do I save a Word document as a PDF such that custom properties metadata is carried over?

This question was earlier answered in 2015 that Word cannot save a PDF and retain custom document properties.
These custom document properties are added to the Word document by a SharePoint Online Library columns (metadata).
The given answer says that if Adobe Acrobat is installed, choose the Acrobat tab on the Ribbon, then Create PDF. Your custom properties will be saved in the PDF.

Please tell me what the minimal requirements are for the Adobe Acrobat product, I'm using Word 365 latest version.

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About cross-posting:
I asked this questing upon an answer given where was stated Adobe can do the job.
What we learned recently from Charles Kenyon is that custom properties are not the same as the properties added by SharePoint.
It seems to be that these SharePoint custom properties are not supported by Acrobat.
In the forum of Adobe I have asked the question to find out.
Strangly enough answers are hard to find although every archive expert say business context metadata is needed in PDF/A and the format is designed for it.
It the same time it is hard to find how.

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Jan, can you let us know if you have read the page on cross-posting etiquette? http://www.excelguru.ca/content.php?184

No one objects to you seeking answers on multiple platforms. Please do follow the guidelines, though, now that you know about them. I do not see links to each post in this forum. I do not see that you have asked for answers to concentrate in one.

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1 Answer

CharlesKenyon-8472 avatar image
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CharlesKenyon-8472 answered

See Greg Maxey's code in the Microsoft Answers Forum that creates traditional custom document properties from the SharePoint properties, which will then be incorporated in the pdf.


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