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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
Participant Pool	The roletype 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
	By selecting this the user will have the bypass enabled for the form
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: Acknowledge Agree
Enable I Agree	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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How do you add a PDF Template to a Smart Form?

Create a Content Revision or modify a Content Revision that is In Progress.

Click on Add for the content type Smart Forms.

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Enter the required fields.

Select PDF Template for Print Source.

Click on the lookup icon for PDF Template.

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Select a PDF Template.

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Enter text to be presented to the user. Click on Save.

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Click on Return to Manage Revision.

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Click on Apply.

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How do you add a PDF Template to the onboarding process?

There are two ways how you can add a PDF Template to the onboarding process.

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Create a new Process Revision or use an in progress Process Revision. Click on Configure Business Process Rules.

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Click on Add under the onboarding step that you want the PDF Template/Form to appear.

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Click Apply.

Manage Revision Page

At run time, the PDF Template is seen in the candidate process as shown below.

PDF Template in the New Hire Flow
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(II) Add PDF Template to the Smart Form and then include the Smart Form in the process through Process Revision.

Create a Content Revision or modify a Content Revision that is In Progress.

Click on Add for the content type Smart Forms.

Content Revision Page
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Enter the required fields.

Select PDF Template for Print Source.

Click on the lookup icon for PDF Template.

Define Smart Form Page
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Select a PDF Template.

Look Up PDF Template Box
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You can view the PDF Template by clicking on the box with the arrow going out of it, next to the file name.

Define Smart Form Page
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Enter text to be presented to the user. Click on Save.

Define Smart Form Page
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Click on Return to Manage Revision.

Content Revision Page
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Click on Apply.

Manage Revision Page
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Now, create a new Process Revision or use an in progress Process Revision. Click on Configure Business Process Rules.

Configure Business Process Rules
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Click on Add under the onboarding step that you want the PDF Template/Form to appear.

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