Generate PDF Doc of Profile Block
Purpose: Allows downloading a PDF of a print profile to a case's document storage, and optionally to the user's local computer.
Similar feature: Email PDF of Profile block.
"Flat" print profiles are highly recommended. Information on tabs, like a typical case profile, will not be automatically 'expanded' and displayed in the PDF.
When used on a form, the PDF will be generated and downloaded to the case (and optionally to the local computer) when the form is submitted, not when the form is loaded. There is a checkbox to indicate if the form should be downloaded to the user's device.
When used on a case profile, the block displays a Download checkbox and a Generate button. The button will generate the PDF and save it to the case (and optionally download it to the local computer).
The block has no instruction or header elements, so you may want to include those to provide additional direction to the end user.
Configuration Options
- Default Download Checkbox to Yes.
- Print Profile selector.