Pdf Template Actions

introduction the pdf template builder is used to populate pdf forms with data from salesforce it allows you to map fields such as text inputs or checkboxes with values from salesforce, and add form fields for document signing via docusign you can upload any fillable pdf form (for example, a tax form or agreement), select the fields or checkboxes that need to be populated, and configure them using data from salesforce this setup supports single , collection , and runtime variables to handle different use cases like simple field inserts or dynamic values once configured, the pdf template can be published and used in flows or embedded in record widgets for document generation steps to create a pdf template go to the cloudfiles app in salesforce and open the document generation tab click upload template and select the pdf form you want to use once uploaded, locate the template in the list click the menu icon (⋮) next to it and choose edit in the side panel that opens, select the salesforce object this document is for and click set primary record the pdf will now open in edit mode with four tabs on the right panel edit , resources , preview , and publish the template is now ready for configuration use the actions described below insert field docid\ orfoyrd5cikhqt8gizahd use insert text when you need to place a salesforce field value into a specific text area of the pdf it is commonly used for fields like names, dates, addresses, or reference numbers that need to appear in the final generated document you can select the target field directly from the pdf or from the field list in the bottom panel, then map it to any salesforce field using the field api name selector insert condition docid 4rtfqefk4uvthpvsxmy2y use insert checkbox when you need to tick a checkbox or radio button in the pdf based on data from the salesforce record it is typically used for classification fields, consent indicators, or any yes/no selection that the pdf form requires to be pre filled you configure a condition against a salesforce field value, and the checkbox is automatically marked when that condition is met during document generation insert form field use insert form field when you need to place a signable field, such as a signature box or date signed, on the pdf for docusign recipients unlike insert text and insert checkbox which pull data from salesforce, form fields are placeholders that the recipient fills in during the signing process you select the field type, assign it to a recipient defined in your resources, and position it anywhere on the pdf before publishing