Template:PDFOptions

PDF Options

• Open Directly as PDF - with this field selected, the document will be exported to PDF format.
• Enable Online Signature - enables the online signature feature to be applied to the document.
• Enable Password Protection – enables the user to password protect the document (generally used when the document is going to be emailed). See Web Page View - Enable Password Protection
• Enable Email as Attachment – enables the user to send the PDF as an attachment to an email message.
• Enable Export – enables the user to save a local copy of the PDF document.
• Enable Save to server – enables the user to save the document as a PDF into any multiple file type fields in the related 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 <!--filename='WPF - filename'--> can be included in the HTML Template, when saved as a PDF, the PDF filename will default to 'WPF - filename.pdf'.
  Variables such as @name@ can be used (ex. <!--filename='WPF - @name@'-->) to dynamically set the resultant PDF filename.