2022-07-21 / Base PDF
Quotation
A base PDF file for automatically generating a Letter of transmittal based on the entered business data. Values such as recipient and issuer information entered in the workflow are inserted into each field.

PDF Form

Forms and its Field Names
Field Names (click to open)

A list of Field Names for specifying the Data Items to insert.
Prepare all Data Items with the following Field Names.

Data Item Name Dat type Field Name Description
Zip Code, Address String-type multiple-lines q_Zip Muximum 2 lines.
Company Name String-type single-line q_Company
Affiliation, Name String-type multiple-lines q_Affiliation Muximum 2 lines.
Sender Info String-type multiple-lines q_Sender Address, phone number, etc.
Up to 5 lines
Send Date String-type single-line q_Date
Title String-type single-line q_Title
Body String-type multiple-lines q_Body Greetings, summary, etc. Up to 32 lines.
PDF file name String-type single-line (arbitrary) q_PDF_Name A string that will be the filename of the generated PDF file
PDF file File-type (arbitrary) q_PDF_File Data Item to store the generated PDF file

Download

2022-07-21 (C) Questetra, Inc. (MIT License)
https://support.questetra.com/pdf/pdf-coversheet/
Addon-import is available with Professional edition

Notes

  • Add the downloaded Base PDF to either of the following
    • When sharing with multiple Apps (System Administrator privilege required):
      • [System settings] > [App-shared Add-on] > [PDF form in “Generate PDF File”]
    • When using with a specific App:
      • [App details] > [â–¼ App] > [Manage Add-on ] > [PDF form in “Generate PDF File”]
  • Select and specify the added Base PDF file name in [the PDF form as the template] on the setting screen of the [Generate PDF File]
  • Data insertion ID has been set for the Base PDF
    • Match the field name of the Data Item in which you want to insert the value with the data insertion ID
    • Please refer to the above image and list for the data insertion ID (Field name) and insertion position
    • For details on the settings of each Data Item, refer to “Business App” below
  • Software such as Adobe Acrobat is required to edit the Base PDF itself

Capture

Output sample

See also

%d bloggers like this: