What is a PDF Template?

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Click on "Configure".

Click Under Content Metrics, click on "Add" for the content type  "PDF Templates".

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Enter form fields and then click "Upload".

Refer to the chart below for information on the fields.

When "Used for Data Entry" is unchecked:

Click on "Choose File".

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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.

Click on the lookup icon to select the Global Variable.

The Lookup variable page open as below. You can select the variable by expanding the tree structure or using "Search Binds" lookup.

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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.

This will populate the bind variable on the Field Properties page. Click on "OK".

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Similarly insert binds into all the form fields and save.

When "Used for Data Entry" is checked:

If you want to use PDF Template in other content types like Smart Form, select 'Used for Data Entry' checkbox. This will open up few more entry fields to configure.

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Enter the PDF Template Form information. Refer to the chart below for information on the fields.

PDF Name

Field	Behavior		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 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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Click on on "Return to Manage Revision".

Click on "Apply".

The new PDF Template is available to be used in the onboarding process.

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

Click on on "Review/Update" for the content type PDF Templates.

Click on the Content Name that correlates to the PDF Template you want to modify.

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Change any information/details that requires changes. After the changes have been made, click click "Save".

Click on Returnon Return.

Click on On the Content Revision page, click "Return to Manage Revision".

Click on "Apply",

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

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Example of a PDF Template/Form runtime page in New Hire's process with "Download Signed Forms" enabled.

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The downloaded signed Form shows as below:

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This PDF Template/Also, this PDF Form will be available in the list whenever the signed forms are downloaded from other activities/actions. Few examples from where the signed forms can be downloaded are given below:

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The downloaded signed forms with PDF Template/Form is given Form shows as below:

If "Enable Print" is chosen as "No" in the PDF Template/Form, then the runtime page will not have the icon to download or print the form.

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Example of a PDF Form runtime page in New Hire's process with missing download/print icon is shown below.

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AlsoNote: Also, this PDF Form will not be available in the list whenever the signed forms are downloaded from other activities/actions.

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

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