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Conga Product Documentation

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Composer for Salesforce

PDF Template Basics

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Create Merge Fields in PDF Templates

How to add merge fields to your PDF template.

A PDF merge field is a Text field, Checkbox field, or Radio Button field that exists as a layer of fields “on top” of a PDF. The field name consists of the dataset name, a period (full stop) and the field name, as exemplified below.

Example: Master.CONTACT_FULLNAME

To add merge fields to a PDF template:

  1. Open the Template Builder.
  2. In the Copy Field Format area, select PDF.


  3. Open a PDF to use as your template. A fictional registration form in Adobe Acrobat is used as an example below.


  4. From the Tools menu, click Prepare Form.


  5. Select your file or scan a document, then click Start.


    • Once the document is finished processing, you may need to edit the size and shape of the form fields:


    • The next step is copying the field names from the Template Builder and replacing the form field labels in our PDF.
  6. Return to the Template Builder and select the field you want to merge into the document. The Use Text-Based Merge Fields option has no bearing on PDF so may remain checked or unchecked.
    • The copy tool may not work in your browser when PDF is selected for Copy Field Format. Workarounds include manually entering the merge field syntax in your PDF template or selecting Excel for Copy Field Format and removing the prepended "&=" syntax when pasting the syntax into the PDF template.


  7. Double-click the text field in the PDF template to open the Text Field Properties dialog and, in a Name field, paste the CONTACT_NAME field name copied from the Template Builder.
    • Notice that Conga Composer creates the field with the correct naming convention for PDF merge fields (example: DatasetName.FieldName) – Master.CONTACT_NAME.


  8. Repeat steps 6 and 7 above to add additional fields.


  9. Polish the look of your form by resizing the fields to a consistent size and aligning fields.
    • Acrobat allows you to select multiple fields by ctrl-clicking each field.
    • Resize and alignment options are available by right-clicking on any of the selected fields.
  10. Save the template and return to the Composer User Interface.
  11. Run a test merge with the local template file to check that your fields were populated correctly.


    Tip: It is recommended to use the same page orientation for all of your pages within your PDF template. If the template contains a mix landscape and portrait orientation, the merge fields can merge sideways and display incorrectly when printing the output document.
Administrator Guide
Composer

August 14, 2025