Changes

Jump to: navigation, search

Template:PDFOptions

221 bytes added, 15:56, 26 November 2018
no edit summary
====PDF Options====* '''Open Directly as PDF''' - this setting automatically exports the web page view to PDF format. This eliminates the step of loading the web page view in a modal window and clicking export to PDF.
* '''Enable Online Signature''' - enables the [[E-Signature - Why?|online signature feature]] to be applied to the document.
* '''Enable Password Protection''' – enables this setting is used in conjunction with the PDF settings of Enable Email as Attachment and Save to Server. If this setting is toggled on and the user clicks '''Email as PDF''' or '''Save To Server as PDF''', then the [[User|user]] will be prompted to [[Password|enter a password]] protect that will lock the document (generally used when PDF. The Password the document is going user entered will be required to be open the PDF generated and emailed)or saved to server. See [[Web Page View - Enable Password Protection]]* '''Send Enable Email as EmailAttachment''' – enables the [[User|user]] to send the PDF as an attachment to an email message.* '''Save to Local DiskEnable Export''' – enables adds an Export as DOCX button to the modal window, that allows the [[User|user]] to save a local copy of the PDF web page view content in a Word document. Note formatting will not be maintained and some field types may not render as expected.* '''Enable Save to Multiple File Fieldserver''' – enables the [[User|user]] to save the document as a PDF into any multiple file type fields in the related [[Entity|entity]].<!--* '''Maximum PDF Page Length that can be Saved to Multiple File Field''' - Specifies the maximum number of pages of the resultant PDF permitted to be stored into a [[Multiple Files]] field if the '''Save to Multiple File Field''' settings is enabled. This includes pages attached using [[ssattach]]. If the PDF document is too long it will not be stored.* '''Automatic File Naming''': The syntax ''<nowiki><!--filename='WPF - filename'--></nowiki>'' can be included in the HTML Template, when saved as a PDF, the PDF filename will default to 'WPF - filename.pdf'.<br /> Variables such as @name@ can be used (ex. ''<nowiki><!--filename='WPF - @name@'--></nowiki>'') to dynamically set the resultant PDF filename.
Smartstaff, administrator
421
edits

Navigation menu