Documentation Index

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PDF Template Administration

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PDF Template Administration lets administrators upload and manage PDF templates for the environment. PDF templates are files with fillable form fields that Unqork populates with module data at runtime to generate completed documents. Once uploaded, a template can be referenced by any Plug-In component configured to generate PDFs.

Important: PDF templates uploaded here are accessible by unauthenticated users. Do not upload documents containing sensitive information as template files.

Template List

The template list displays all PDF templates uploaded to the environment.

Column Description
Title The name of the template file.
File Size The size of the file.
Last Modified The date and time the file was last updated.
Actions Per-template actions. See Template Actions.

Page Actions

Action Description
Upload Opens a file picker to upload a new PDF template. Only .pdf files are supported. If a file with the same name already exists, a confirmation dialog displays asking whether to replace it.

Template Actions

These actions are available from the actions menu on each template row.

Action Description
Download Downloads the template file.
Delete Permanently removes the template. This action cannot be undone.

Adding a Template

Click Upload and select a .pdf file from your system. The file is uploaded and becomes available immediately for use in modules.

PDF templates must be created externally using a PDF editor that supports fillable form fields. Each form field in the template corresponds to a data field that Unqork populates at runtime. The field names in the PDF must match the Property IDs mapped in the Plug-In component.


Changelog

Date Change
Initial publication.