PDF: Create PDF document

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Use this action to generate a PDF file. You can generate a PDF from a few different types of files: DOCX, RTF, & TXT.

Use case

  • Use the create a word document action to dynamically create a word document then convert that to PDF using this task.
  • Easily distribute a document when your audience does not have Microsoft Office.
  • Collect e-signatures through a PDF.

How to configure this action

A DOCX, RTF, or TXT file must exist prior to this action, either uploaded into a previous field or Instance Field.

Fields for this action

  • File name

  • New file name

    • Create a name for the saved PDF file. .PDF does not need to be added to the file name.
    • Note: The New file name field cannot contain a field reference if the file will be referenced later in the instance.

What will this output?

This action will create a new PDF file and output to a field. The name of the field will be the same as the New file name defined during configuration.

Output fields for this action

  • New file name

    • The output field is a file field which with the new PDF file. Both the new PDF and this field’s name will be the New file name defined during configuration.

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