Custom PDF

Custom PDFs allow form builders to upload their own PDFs which can then replace the out-of-the-box PDFs generated as part of the form submission. Custom PDFs with form fields can be mapped to OneBlink form elements allowing for the creation of completely custom PDFs. 

TABLE OF CONTENTS

• Creating a Custom PDF
• Workflow
• Success Message
• Tips & Tricks
• Current Limitations

Creating a Custom PDF

Prerequisite

To use the Custom PDFs feature you will need to have a PDF with fillable form fields. Ensure that these fields have informative names so that you know which PDF fields to map to OneBlink form elements.

Step 1: Navigate to the form and select the Settings tab.

Step 2: Click the Add Custom PDF button.

Step 3:  Upload your PDF and add a label.

Step 4: Map the PDF form fields to the relevant OneBlink form elements.

Step 5: Click the OK button and SAVE the form. 

Step 6: Now that the custom PDF has been created it can be added to your Workflow Events or the Success Message.

Workflow

Many of the out-of-the-box workflow events have the option to generate a PDF. Each of these can now be replaced with a Custom PDF.

1. Email + PDF
2. SharePoint: Store PDF
3. Micro Focus Content Manager
4. Authority Civica

Step 1: Add the Workflow event and open the 'ADVANCED' section. 

Step 2: In the PDF Configuration Settings select Custom and choose your Custom PDF.

Success Message

As part of the submission the user is presented with the success message, this message can include a button to download the submission PDF.

Step 1: Navigate to the Settings tab, and turn on the 'Display a button to download the submission PDF' switch. 

Step 2: In the PDF Configuration Settings select Custom and choose your Custom PDF.

Tips & Tricks

Now with the custom PDF configured after a submission is completed the OneBlink Form data will be used to populate the Custom PDF. 

1. Font Size: Set a font size in your PDF editor, as this will be used when generating the content for the PDF. By default, this can be set to Auto meaning the imported for data will increase in font size until it fills the container. 
2. Multi-line: If you are populating a multi-line text box make sure to enable to multi-line option within your PDF editor, this will ensure line breaks the user adds to the OneBlink form are respected within the PDF. 
3. Field Naming: Ensure the name of the PDF field is relevant making the mapping process in the OneBlink LcS much easier.

Current Limitations

To release the first iteration of the Custom PDF quickly to start receiving feedback there are a few features that are currently not being catered for. If you need any of the below current items or any other feature that are not being catered for please reach out using our Feature Request Board.

1. Checkboxes, Radio Buttons & Selects: You are currently able to choose specific options in the mapping process but you are not currently about to map to a OneBlink form element.
2. Signatures: You are currently not able to add OneBlink signature elements to a Custom PDF.
3. Images: Images uploaded via the Camera or Files element cannot currently be embedded in the Custom PDF.
4. Repeatable Sets: Elements within a repeatable set cannot be mapped to a custom PDF.

Getting Help

If you have any questions or would like assistance with setting up Custom PDFs, please contact us via this support portal or email [email protected]. We are happy to assist in any way we can.