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{{ shortProductName }} document integration

{{ shortProductName }}'s document integration feature lets you use previously built PDF files and populate them with data captured by {{ shortProductName }}.

Where compliance or regulatory requirements mandate it, integrating {{ shortProductName }} captured data with existing documents can be an important part of the overall {{ shortProductName }} solution. These output documents can be provided for precise printing, document signing or archiving.

You can now use a {{ shortProductName }} form to collect user data, and display the information in a PDF. This process requires four steps:

  1. Load an existing PDF into {{ shortProductName }}.
  2. Create a form that contains information fields that align with fields in the PDF.
  3. Create a service description by mapping fields from your form to fields in the PDF.
  4. Add a button that the user can click to populate and display a PDF.

Note

For the {{ shortProductName }} document integration, PDFs must allow the input of information to be populated by data that is collected in a {{ shortProductName }} application.

  • Adding a PDF to {{ shortProductName }}
    The following instructions describe how to add a PDF to {{ shortProductName }}.
  • Mapping form items to PDF fields
    The following instructions describe how to create a Service Configuration to map {{ shortProductName }} fields to fields in an existing PDF and, when triggered, returns the filled PDF to the user.
  • Mapping form items to PDF fields and storing the filled PDF
    NEW - The following instructions describe how to create a Service Configuration to map {{ shortProductName }} fields to fields in an existing PDF and, when triggered, stores the filled PDF as an attachment to the record.
  • Creating the PDF trigger
    The following instructions describe how to create a trigger that calls the PDF service, and triggers the service when the user clicks the button.
  • Document integration usage details
    The following usage details describe the best practices and limitations for integrating your {{ shortProductName }} application with a PDF.

Parent topic: Building Apps