Create from Wizard

View the Customizing the Generate PDF Wizard page for details on copying and tailoring the Wizard options and UI for your needs.

A wizard interface is included for generating PDF documents, and is the typical way users will interact with PDF Generator. The wizard is instantiated via a button in the header of any form. It is included and can be tested on the HTML to PDF Merge Template and Label Template form - it is a UI Action titled Generate PDF. Another copy of it is also included on the General Settings page at Yansa PDF Generator -> General Settings in your left nav.

When you click the Generate PDF button, a modal will appear containing the wizard. The wizard typically has 3 steps:

1. Select Template: This is an opportunity for the user to select which PDF Template they wish to use when generating the PDF document.

2. Merge Data: This allows the user to select the record they wish to use as the source of dynamic data in the PDF document.

3. Save PDF: This allows the user to select the destination of the generated PDF document.

Select Template

Merge Data

Save PDF