PDF Template Administration

To access PDF Template Administration, navigate to Administration > Integration > PDF Template Administration.

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.

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

[docs-mockup:DocsAdminListCanvas] Administration panel overview

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.