Export to PDF How To's

How to's for the Export to PDF guide.

How to apply password protection and restrictions to exported PDFs

The Export to PDF object allows you to secure generated documents using the Export Security section:

1. Enable Security

   • Set Security Enabled to true.

2. Set Passwords

   • User Password: Required to open the PDF
   • Owner Password: Grants full control to the owner

3. Set Permissions
   Enable or disable the following permissions:

   • Printing: Allow or disallow printing
   • Content Copying: Allow copy-paste actions
   • Commenting: Allow comments in the PDF
   • Filling of Form Fields: Enable fillable forms
   • Content Copying for Accessibility: Enable screen reader access
   • Degraded Printing: Allow low-quality printing
   • Modifying Content: Allow content editing
   • Document Assembly: Allow merging with other documents

Note: Make sure both passwords are securely stored and only shared with authorized users.

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How to use Export to PDF with a Word template

Follow these steps to use the Export to PDF object in your workflow:

1. Prepare Word Template

   • Use Microsoft Word and insert Liquid tags that reference your form object names.
   • Example: ({{Amount.Value}}, {{Lookup1.Value}})

2. Upload Template

   • Save the Word file and upload it to Document Management in the desired folder.

3. Add Export to PDF Object

   • Drag the Export to PDF object from the Toolbox into the flow canvas.

4. Configure Properties

   • Go to the Documents tab and select:
     • Documents: The form that contains the data
     • Constant Document: The uploaded Word template

5. Set Output Location and Filename

   • In the Export tab, configure:
     • Path: The folder in Document Management where the PDF should be stored
     • Naming Format: Use variables like ({{ProcessId}}, {{ProjectName}}) to name the file

6. Optional Settings

   • Configure headers, footers, page size, watermark, and security settings as needed.

7. Assign PDF to Flow Document (optional)

   • If you want the PDF to be linked to another Document object in the flow, enable Assign File to the Flow Document Objects.

8. Execute the Flow

   • When the flow reaches the Export to PDF step, the file will be generated automatically.