Auto PDF
  • 30 May 2025
  • 1 minute read
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Auto PDF

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Article summary

Auto PDF is a data visualization tool in the Reader that generates PDFs from applicant data.

That data can come from an application, reader evaluation forms, registration forms, and other sources.

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Why use Auto PDF?

  • Time-Saving: Auto PDF updates automatically when changes are made to a related form or application.

  • Flexible: Auto PDFs are elastic and adjust to the data provided. Say an application page has ten questions, but some population of applicants only needs to answer three; only those three will appear in the auto-generated PDF.

Adding Letterhead to Application Auto PDF

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

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  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.

Examples

Displaying Reader Review Forms in the Reader


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