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There are two ways how a PDF Template is can be used in onboarding. They can be directly included in the process through Process Revision or added as a part of Smart Form and then applied to the business process through Process Revision.
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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:
|
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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