PDF File Options

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Save PDF files

eForms always creates PDF files when printing forms. The PDF file is deleted when the Print window is closed unless the Save PDF file option is selected, in which case the PDF file will be saved. This is a system wide setting; the settings selected will be used by all users and for all reports. For eForms Standard or Enterprise, only the ADMIN user can change this option.

 

Note: When using Adobe Reader to print PDF reports for submission, you must turn off Adobe Reader's scaling options to ensure that the printed reports will meet CRA and RQ requirements. Failure to do so may result in your submission being unacceptable. Scaling is not a concern when using the Quick Print button.

 

Save in client folders

This option is only available when the Group output by option has been set to Company. Select this option if you wish PDF files to be saved in client folders. The folder path is set in the company record. If no folder has been configured for a company included in the print job, or if the folder is not accessible, you will be asked to provide a name for the folder location even if the Prompt for output folder option is not selected.

 

Separate PDFs for each copy number

Check this box to create a PDF file for each copy or company selected. Leave unchecked to create a single PDF file. The Separate PDFs for each copy number will be selected automatically if Save in Client folders has been selected.

 

Prompt for output folder

Check this box to have eForms prompt you for the location where PDF files will be saved. The folder will be saved when printing slips for a single company; the next time you print slips for this company, the prompt will display this location. You will be prompted for the output folder whether or not a folder has been entered in the company record.

 

Separate PDF file for each recipient (Copy 2-3) (Enterprise)

When E-Mailing Recipient Slips you can use this option to create a separate PDF file for each recipient. If this option is not selected then all recipient slips will be saved to a single PDF document.

 

PDF Options

 

Click on the More button beside Separate PDF file for each recipient (Copy 2-3) to bring up the Recipient PDF Options dialog which lets you to configure PDF file names and passwords.

 

File Naming - Specifies the format of the filename when creating individual recipient PDF slips
oPrefix (optional) - Data entered here will be used as the first part of the filename and will be identical for all PDFs
oSlip information #1 and Slip information #2 - Lists of available data items, unique to the recipient, to use in the filename; available data items will vary according to the slips being prepared.
A special data item, Custom Field, exists for each slip type and can be used to assign a GUID to the PDF file to associate it with a specific recipient to enable slip retrieval from a corporate portal. This field can be imported or entered on the Advanced Tab of the slip's data entry screen.
oSuffix (optional) - Data entered here will be used as the last part of the filename and will be identical for all PDFs
When slip information is missing or duplicates are found - Tell eForms what action to take if the fields chosen in File naming are empty or if multiple slips are present for the same individual.
oStop processing - eForms will stop processing data at the first occurrence of missing data or an additional slip for the same individual
oCreate unique filename - eForms will append a sequential number to the end of each filename, beginning at "0002"; the first PDF created for the recipient will not be affected.
Set password to open PDF files - Specifies the password to use when creating individual recipient PDF slips.
o<None> - eForms will not assign passwords to the PDF files; passwords will not be needed to open the PDF files
oList of available data items - Data items unique to the recipient will be used to protect the PDF file; available data items will vary according to the slips being prepared.
A special data item, Custom Password, exists for each slip type and can be used to assign a password to the PDF file that would not otherwise be present in the slip data. This field can be imported or entered on the Advanced Tab of the slip's data entry screen
When value for password is missing - Tell eForms what action to take if the field chosen in Set password to open PDF files is empty.
oStop processing - eForms will stop processing data at the first occurrence of missing data
oCreate PDF without password - eForms will not assign a password to the PDF whenever the field chosen is empty
oUse default password - eForms will use the data in Default password (on this screen) as the password whenever the field chosen is empty; each PDF missing data in this field will have the same password
oUse alternate password value - eForms will use the data in Alternate password value (on this screen, see below) as the password whenever the field chosen in Set password to open PDF files is empty
Alternate password value - Same as List of available data item (above). Data items unique to the recipient will be used to protect the PDF file; available data items will vary according to the slips being prepared.