The Document Field allows users to choose a document template from a list and generate a PDF document based on the selected template.
This PDF can then be downloaded, printed, viewed on the page, or emailed to a specified address.
Developer roles can also be specified to give the user the ability to download the XML that is used to populate the document’s XSLT into an XML file.
Available Documents
These are the document templates that will be available for the user to choose from.
Default Document
This is the document that will be loaded initially, with options populated from the available documents created.
Roles required to download XML
Determines what roles will be allowed to see the button to download the XML. Users with any of the specified roles will have the ability to download the XML that is used to populate the document’s XSLT into an XML file.
Allow PDF Download
Determines if the button to download the PDF will be displayed.
Download PDF Button Text
Only applicable when “Allow PDF Download” is set to “Yes”.
Overrides the text on the button to download the PDF. This should be a short phrase that clearly states what will happen when the user clicks the button. If this field is left blank, the default button text will be “Download PDF”.
Allow Sending PDF to Email Address
Determines if the button to send the PDF to an email address will be displayed.
Storage PDF Will Be Saved To
Only applicable when “Allow Sending PDF to Email Address” is set to “Yes”.
Determines what storage container the PDF file will be uploaded to.
Note: The selected storage must be accessible within the workspace where the field is used.
Email Template to Be Used
Only applicable when “Allow Sending PDF to Email Address” is set to “Yes”.
Specifies which email template will be used to compose the email that will be sent.
Email PDF Window Content
Only applicable when “Allow Sending PDF to Email Address” is set to “Yes”.
Determines the content displayed in the popup window when the Email PDF button is selected.
