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SriGowri Aspari

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Table of Contents

What is a PDF Template?

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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
Used for Data Entry

when unchecked, form can have the pre-populated data that was entered previously

when checked, few more entry fields will show up; can be used as a data entry form

File NamePDF file name uploaded

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PDF Template Form Page



Click on "Choose File".

File Attachment Box

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Choose a fillable PDF file.

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





Another option is to navigate through the tree structure. 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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Refer to the chart below for information on the fields.

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

PDF Template Form Page

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Click on Return.

PDF Template Page


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You can view the PDF Template by clicking on the box with the arrow going out of it, next to the file name.

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Enter text to be presented to the user. Click on Save.

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