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Table of Contents

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FieldBehavior
PDF NameName that describes the PDF Form
DescriptionTo find the PDF Form easily, name it accordingly
Output File NameSave 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

image2019-9-30_13-44-59.png

  • 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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The PDF template is printed as below.

PDF Template



How do you enable bypass option in a PDF Template/Form?

You can enable bypass option while defining a new PDF Tempalte or modifying an existing one. Check Allow Bypass option on the PDF Form.

When the option is set, the participant pool that will see the PDF Template, will have the ability to bypass this activity. So it is the users choice that they can either complete the activiy or opt for bypass.

PDF Form - Bypass option

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When the PDF Form appears in the New Hire process, the New Hire will have the ability to bypass the activity. 

Click on the Bypass Activity gadget on the right corner of the page.

Bypass Activity

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Enter you comments and click Submit.

Bypass Activity

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The completed bypass activity is shown as below. After the activity is bypassed, the user can still complete the activity if they want to.

Bypass Activity completed

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