I have Word files with custom properties to hold metadata such as Doc No., Doc. No. Prefix, Rev. No., etc. When I save the document as a PDF (using Word's built in Save As command) the custom metadata doesn't seem to get carried over into the PDF file. How do I force that to happen? Is it just a case of tweaking some settings or do I need to change to using a "print to PDF file" type convertor that operates under the guise of being a printer driver?



I am using Word 2010 under Windows 7.

Hi,

To carry over the metadata, in Word 2010, click File -> Save & Send -> Create PDF/XPS Document -> Create PDF/XPS -> Options -> Check "Document properties", this will include property information -> OK.

But for custom properties, it will not be carried over.

You can try some add-ins to convert documents to PDFs as well, then you will need to contact the developer of the tool to ask if it's possible to carry over the information.

Regards,

Melon Chen
TechNet Community Support

The only way I know of is to actually put the metadata into text in the document, perhaps as an overview page.

Word cannot save a PDF and retain these properties. However, if you have Adobe Acrobat installed, choose the Acrobat tab on the Ribbon, then Create PDF. Your custom properties will be saved in the PDF.

• Edited by jkorchok 10 hours 18 minutes ago