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Mapping form items to PDF fields and storing the filled PDF

NEW - The following instructions describe how to create a Service Configuration to map Leap fields to fields in an existing PDF and, when triggered, stores the filled PDF as an attachment to the record.

  • You must have your PDF uploaded in the Settings > Files section.
  • If you did not save your application after you uploaded the PDF, click Save before you use the following instructions.
  • You must create a Leap form containing fields that are similar to the fields in the PDF.
  • You must have added an attachment item to your application.

  • Go to the Settings tab.

    • If you only have one form, click Services from the menu on the left side of the page.
    • If there are multiple forms, click Services > <form_name >.
    • Click Add Service Configuration.

    The Service Configuration window opens.

  • From the Service Catalog menu, select Documents.

    A list of available documents is displayed.

  • Select the PDF from the list and click Next.

    The Inputs tab is activated.

  • Select a form item from the Select source window, and a corresponding item from the Select target window.

    For example, you would map your Leap First Name form item to the First Name field in the PDF.

  • Click the Assign input button that is located between the two windows.

    When valid mapping is done, a check mark appears to the right of the item name in the Select source, and Select target windows. The mapped value also appears in the list of Assigned Inputs.

  • In the Select Source window, switch from Basic view to Constant view.

  • In the Event Value field type True. In the Select target window, select Create As Attachment and click the assign input button located between the two windows. The mapped value will appear in the list of Assigned Input.

  • Click Next. The Outputs tab is active.

  • Select Filled PDF from the Select Source window and select an attachment form item from the Select Target window.

  • Click Assign Outputs button that is located between the two windows. The mapped value will appear in the list of Assigned Outputs.

  • Click Ok.

Parent topic: Leap document integration