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Created: 14 August 2024
Updated: 14 August 2024

How to Set Up Digital Form PDF Template?

Navigate to the section by clicking it.

  1. At the desktop site’s navigation bar, go to Template Settings > Digital Form Templates > PDF Template Customization.
    Set Up PDF Template Here: https://system.caction.com/DigitalFormSetting/templatecustomisation

    Create PDF Step 1

  2. Click on the “Digital Form Template” and “Digital Form Category” that needs to create PDF.

    Create PDF Step 2

  3. Click “OK” and the digital form has been selected.

    Create PDF Step 3

  4. “Load Template” is used to choose the digital form that needs to change PDF template settings.

    No Field Name Description
    a Digital Form Template Select the type of digital form to load.
    b Digital Form Category Specify the category of the digital form.

    Create PDF Step 4

  5. “Meta Data Visibility Control” will show the details of the digital form on top of the PDF.

    No Field Name Description
    a Status Label Display status label in PDF of Digital Form.
    b Category Name Display category label in PDF of Digital Form.
    c Digital Form Seq. No Display DF Seq No label in PDF of Digital Form.
    d Source Label Display Source information in PDF of Digital Form.

    Create PDF Step 5

    This section will be shown here in PDF and its position cannot be changed.

    Create PDF Step 5a

  6. “PDF Settings” is represented as below.

    No Field Name Description
    a Page Size Select the size of the PDF (standard PDF or receipt size).
    b Page Numbering Choose whether to display page numbers in PDF.
    c Collection Section Choose whether to display payment collection section in PDF.
    d Comment Image Display per Row Determine how many images should be displayed per row in the comment section.

    Create PDF Step 6

    Page numbering, collection section, and comment image display settings will be shown as the images below.

    Create PDF Step 6a

    Create PDF Step 6b

  7. Change the dynamic header name by entering a new name for it. For example, enter “Service Charges” to replace the “Product/Services”.

    Create PDF Step 7

    The result will be shown as the image below where the header will changed to “Service Charges”.

    Create PDF Step 7a

  8. “Comment Section Control” is represented as below.

    No Field Name Description
    a Timestamp Toggle to include a timestamp in the comment section.
    b Owner Toggle to include the owner information in the comment section.
    c Updates Force Pagebreak Toggle to force a page break after updates in the comment section.

    Create PDF Step 8

    Timestamp, Owner, and Updates Force Pagebreak will be shown as the images below.

    Create PDF Step 8a

  9. “Header Title Visibility Control” will control the visibility of the title in the PDF.

    No Field Name Description
    a Product/Services Toggle to show or hide the product/services header.
    b Signature Toggle to show or hide the signature header.
    c Asset Toggle to show or hide the asset header.

    Create PDF Step 9

    For example, the visibility of “Product/Services” and “Asset” has been toggled. The header will be shown in PDF as the image below.

    Create PDF Step 9a

  10. Click on the “Add Row” button to add elements.

    Create PDF Step 10

  11. Select the column number you want to show in a row.

    Create PDF Step 11

  12. A new row with two columns is added.

    Create PDF Step 12

  13. All the digital form fields will be placed here. Drag and drop the elements to place them in the empty column to show in PDF.
    *Note: “Force empty line” is used to place an empty line between two elements.

    Create PDF Step 13

  14. After editing the PDF template, scroll up to the “Load Template” and click on the “Save” button.

    Create PDF Step 14

  15. Click “YES” to confirm.

    Create PDF Step 15

  16. Click “OK” and the PDF template has been saved successfully.

    Create PDF Step 16

    Generate PDF

  17. To generate PDF for digital form, at the desktop site navigation bar, go to Business Reports > Digital Form Report.
    Open Digital Form Report Here: https://system.caction.com/reports/digitalform?code=DR01

    Create PDF Step 17

  18. Click on the “Quotation” to select the category of the digital form.

    Create PDF Step 18

  19. Click on the category of the digital form that needs to generate PDF.

    Create PDF Step 19

  20. Click the expand button beside the “Service Sheet” you want to create PDF.

    Create PDF Step 20

  21. The “Service Sheet” will opened.

    Create PDF Step 21

  22. Scroll down to the PDF section and click “+ Generate PDF”.

    Create PDF Step 22

  23. Select which header you’d like to use in the PDF. Confirm the selection and click “Yes”.

    Create PDF Step 23

  24. Click “OK” and the PDF has been generated successfully.

    Create PDF Step 24

  25. There are four options to view and send the PDF: WhatsApp, download, Email, and view on new tab. Click on any of the options to send or view the PDF.

    Create PDF Step 25

  26. This is the PDF generated.

    Create PDF Step 26




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