Template:PDFOptions

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 online signature feature to be applied to the document.
• Enable Password Protection – 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 will be prompted to enter a password that will lock the PDF. The Password the user entered will be required to open the PDF generated and emailed or saved to server.
• Enable Email as Attachment – enables the user to send the PDF as an attachment to an email message.
• Enable Export – adds an Export as DOCX button to the modal window, that allows the user to save a local copy of the 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 server – enables the user to save the document as a PDF into any multiple file type fields in the related entity.