Create from Wizard
Last updated
Last updated
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 and 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:
Select Template: This is an opportunity for the user to select which PDF Template they wish to use when generating the PDF document.
Merge Data: This allows the user to select the record they wish to use as the source of dynamic data in the PDF document.
Save PDF: This allows the user to select the destination of the generated PDF document.
