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| Field | Behavior |
|---|
| PDF Name | Name that describes the PDF Form |
| Description | To find the PDF Form easily, name it accordingly |
| Output File Name | Save the PDF Form to a file |
| Is process Action | When checked, few more entry fields will show up; - Can be used as a data entry form
- can be used as an activity in the process flow
When unchecked, the form cannot be used in the process flow. |
| File Name | PDF file name uploaded |
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In this case, "Description" field is used for searching the variable "First Name Last Name". The variable matching the search criteria is shown. Click the variable that you would like to include in the text.
Another option is to navigate through the tree structure. Click on "Display as Tree" button to navigate back to the tree structure.
Search for the variable in the tree structure and then click on it.
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Refer to the chart below for information on the fields.
| Field | Behavior |
|---|
| Participant Pool | The Role Type that will see the PDF Form 
|
| Required/Optional | - Required: the user needs to complete the form before continuing
- Optional: the user has the option to complete the form. The system will allow the user to proceed with the process and complete Submit to HR even without completing the optional activity.
|
| - By selecting this the user will have the bypass enabled for the form
- The user must submit the bypass activity and acknowledge the form to continue with the process
|
Override Save Button Label
| - The label on the button that the user must click in order to save or continue
- The default label is 'e-sign,' so if you leave this field blank, it will say 'e-sign'
- Examples of replacement labels:
|
| - By selecting this the user acknowledges the information provided on the form
|
| Acknowledge text |  - This field is displayed when the user selects the check box of 'Enable I Agree' label
|
| Enable Print | - Yes: the page will contain an icon that will allow the user to print the form
- No: the user will not be able to print the form
|
| Print Source | - This field only shows up if you click on 'Yes' for Enable Print
- Current Form: it will print in the form that the file is originally in
- PDF Template:
- selecting this will spawn another field below it
 - Clicking on the lookup will pull up all of the PDF Templates that are in your system
|
| File Name | - The PDF file name uploaded
|
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