How do I design and print custom documents as pdf?
Cflow automatically creates pdf documents during runtime that can be emailed to different stakeholders. Cflow provides a number of controls to design and customize the look and feel of your document.
- Click on the Control Center from the left menu.
- Select the workflow and click on the edit icon.
- Click on the Document Designer from the left menu.
You can access the existing pdf documents and also design a new one from this screen. Click on the Add New to design your own customized Invoices, Bills, Receipts and formatted documents.
Give a name to your document. Specify the name so that it is easy to identify the file. You can set a background image for a document. You can move the section up and down by clicking on the up and down arrow. You can increase and decrease the height of the section by clicking on the double arrow. Click on the select all controls to select all the controls in your document so that it is easy to move them all together. Turn on the toggle Landscape Mode to change the orientation of the document.
You can design the layout of the document with Fields, Tables, Logo and QR code. Organize your document by laying out containers and placing fields in them. The different containers available are – Field panel container, Large field panel container, Field table container, Horizontal Line. A brief explanation is given below:
Field Panel Container – Drag and drop the Field Panel Container from the layout. Now place the fields in the Field Panel Container based on your design and double click on the fields to edit. The table fields cannot be added in this container.
Large Field Panel Container – Drag and drop the Large Field Container if you have any large Textarea section in your workflow. This would be more useful when you have an address or large content in this section.
Field Table Container – Drag and drop the Field Table Container from the layout controls. Drag and drop the table that you want to add to the document. You can delete the columns that are not required.
Horizontal Line – Drag and drop the horizontal line from the layout controls to draw a horizontal line in the document.
Click on the pencil icon to edit the width and style of the table. Click on the shuffle icon to rearrange the column fields inside the table. Click on the resize icon to adjust the size of the column in the table.
You can add more elements to your document such as Custom label, Your Logo and QR code, Image. A brief explanation is given below:
Custom Label – Drag and Drop the custom label to add a custom text in the document.
Logo – Drag and drop the field Logo. The Logo you added in the Logo Setting (top left) is displayed here.
QR code – Drag and drop the QR code in the document. This will print the QR code in the pdf document when it is downloaded during runtime. The QR code maps to the request that is currently displayed on this screen. You can scan the QR code using the Cflow mobile app to go to the request details page directly.
Image – Drag and drop the Image in the document. You can upload an image file from your device.
A QR code (quick response code) is a type of 2D barcode that is used in Cflow to provide easy access to the request through a smartphone or tablet. Android users can read this QR code with the inbuilt QR scanner available in the Cflow app or using any third-party scanner apps whereas iOS users can read the QR code only with the inbuilt scanner available in the Cflow app. Third party scanner apps are not supported for iOS users.
Another cool feature is the ability to use the signature of the reviewer in your custom pdf document. The signature you added in the Signature Setup in your profile is displayed here. Let’s say if you want to add the manager signature in your custom pdf document, just drag and drop the field Manager Approved by in the document. If the reviewer in the manager role has added her signature then automatically the signature is displayed in the pdf document during runtime. You can also drag and drop the signature field that has been signed by the user or reviewer in the form.
To download or print this custom designed document, turn on the toggle Custom Layout in the form properties of the process stage and select the appropriate document. This enables the custom pdf button in the form for the corresponding stage of the workflow. Click on the custom pdf button to download or print the pdf document.