Content Comparison

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PDF is a file format that is widely used for consistent formatting and the ability to view a form. A PDF Template is a form that can be pre-populated using data that was entered previously or can be a fillable form where the user inputs the data. These are especially important for government required forms that need to be stored. You must provide or download a fillable PDF in order to add and use it in your system. if you have a PDF that you want to make fillable, there are programs that you can find online. There are also downloadable fillable PDFs online. You can include these fillable PDFs in your onborading process.

Adding a PDF Template is similar to adding an image, in that they must be uploaded into your system in order to use them anywhere in the onboarding process.

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When you change pre-fill data to Yes, you will see the Global Variable lookup icon. Assign global variable to the field if you want to prepopulate data in it.

If you leave the pre-fill data as 'No', the user will be able to enter the fields into the PDF form at runtime.

Click on the lookup icon. The Lookup binds popup is presented.

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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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Example: PDF Tempalte as fillable form

While creating the PDF Template, lets take pre-fill data for Name and Gender as 'Yes' and other fields as 'No'. 

At run time, the Name and Gender fields will have the data prepopulated and the other fields are to be filled as shown below.

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

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

Check the Select box for the one(s) that you added. Then click OK. 

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The new activity shows under the onboarding step. Click on the activity that you just added and select the routing criteria.

There are two options for routing: Always Route and Route if criteria is met.

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At runtime, the form that we added shows in the candidate process as shown below.

Once the process is complete, you can see the PDF Template that we added in the Smart Form as the Print Source. Click on the Download Signed Forms.

The PDF template is printed as below.