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SriGowri Aspari

SriGowri Aspari

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Table of Contents

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In this case, "Description" field is used for searching the variable "First Name Last Name". Bind variable matching the search criteria is shown. Click the bind that you would like to include in the text.





Another option is to navigate through the tree structure to find the bind. 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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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 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.

Allow Bypass

  • 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:
    • 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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Scroll down to the bottom and click Save.




Similarly, you can add multiple contents of PDF Template/Form based on your requirement.

On the Content Revision page, you can see the summary of what you modified. For content type PDF Templates under Content Metrics, there will also be the number of individual templates that were added/changed.

Manage Content Revision Page


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