Download a PDF generated from a PDF template

Saturday, Sep 20, 2014


Generated PDF files using variable replacements must be attached to emails. However these PDF files can also be downloaded for immediate viewing, without the email being sent. Assuming that a PDF template is linked to an email do the following:

  1. While editing a document select the Process Step that includes the email with the PDF attached. Optionally choose as to whether you want to “send eMails”, then Apply or Save

  2. Click on the Workflow history button to get the Status (by Process Step) to have been applied to the document:

  3. Click the View Details button for the Status (Process Step) that includes the PDF, to view the Status Preview popup:

  4. Click on the Acrobat button to download the PDF file.