---
title: "Auto PDF"
slug: "auto-pdf"
updated: 2026-05-14T17:53:17Z
published: 2026-05-14T17:53:17Z
canonical: "knowledge.technolutions.net/auto-pdf"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto PDF

Auto PDF is a data visualization tool in Reader that generates PDFs from applicant data, including applications, reader evaluation forms, registration forms, and other sources.

Auto PDF updates automatically when changes are made to a related form or application. It's also elastic: if an application page has ten questions but an applicant only needs to answer three, only those three appear in the generated PDF.

![mceclip4__5_.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/qtmdie2gec9nq8nwhodfqmceclip4__5_.png)

> [!WARNING]
> 🖋️ Need to display a captured signature?
> 
> Be sure to select [**Auto PDF v2**](/v1/docs/auto-pdf#adding-letterhead-to-application-auto-pdf1)****as the material type.

## Setup

To set up an Auto PDF:

1. Select **Database******from the main navigation.
2. Under Reader and Decisions, select **Workflows.**
3. Select an existing workflow from the list, or click **New Workflow** to [**create a new one**](https://knowledge.technolutions.net/v1/docs/workflows#create-the-workflow-0-0).
4. Select **Reader Tabs** from the menu on the right.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-N3P5ULG9.png)
5. Create a Materials type tab and save it.
6. Reopen that same tab and click on the Edit Materials icon.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Screenshot 2026-01-20 at 2.58.43 PM.png)Select or drag any of the following icons from the palette. These four selections allow for the Auto PDF template.

- Record Data
- Reader Form
- Form/Event
- Messages

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-CY4PO7C7.png)

Some of the options, like Record Data, allow you to add granularity for what application pages to show.

1. Set **Template** to Auto PDF.

## Adding Letterhead to Application Auto PDF

You can use Auto PDF to add custom letterhead to your application.

![Admin.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/admin.png)

1. Create your letterhead outside of Slate and save as a PDF.
2. Click **Database** in the top navigation bar and select **File Editor**.
3. Click **Upload File**.
  - **Path**: Upload the letterhead PDF as: /apply/application_auto.pdf
  - **File**: Upload the PDF.
4. Click **Upload**.
5. Click the uploaded file '/apply/application_auto.pdf'.
6. Click **PDF Editor**.
7. Add a text box merge field.
  - **Name** - Give the text box a field name of "application" and make it large (the size of page content).
8. Click **Save**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-XQQOD4M8.png)

## Examples

[Displaying Reader Review Forms in the Reader](/docs/reviewing-displaying-reader-review-forms-in-the-reader)

## Auto PDF v2 (Forms/Events Only)

To render a signature captured by the [Signature Form Field Widget](https://knowledge.technolutions.net/docs/signature-form-field-widget):

1. Select **Database******from the main navigation.
2. Under Reader and Decisions, select **Workflows.**
3. Select an existing workflow from the list, or click **New Workflow** to [**create a new one**](https://knowledge.technolutions.net/v1/docs/workflows#create-the-workflow-0-0).
4. Select the **Tabs******view.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-MP1QM6VD.png)
5. From the palette, select **Materials**to add a Materials Reader Tab. Add a name and **Save.**
6. Reopen the Materials tab you just created and click on the **Edit Materials** icon. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Screenshot 2026-01-20 at 2.58.43 PM.png)
7. In the Edit Materials screen, select **Form/Event** from the palette**.** Choose the following options:
  - **Type:** Form/Event/Scheduler
  - **Form/Event/Scheduler:** Select the form that contains the signature widget.
  - **Template:** Auto PDF v2 (Forms/Events Only)
8. Select **Save**.

Select or drag any of the following icons from the palette at right as these will allow for the Auto PDF template.

> [!WARNING]
> ❓ Don’t see the form you’re looking for?
> 
> Person Page, Application Page, and Slate-Hosted Application Page forms will not be listed as a form option for Auto PDF v2.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-L27RDJ9I.png)

## Related

- [Displaying Data in the Reader](/auto-pdf-custom-pdf-or-data-containers.md)