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.

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.

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