Documents
A document is a file that can be uploaded by stream designer and then use in various places in stream definition. A Document can be of two types:
Static Document
A static document will always be a file of type other than Microsoft word such as PDF instructions for completing a task, or a set of PDFs to be sent to a client.
Dynamic Document
A Dynamic Document is a Word document that contains template variables--placeholders that are replaced with live data when the document is accessed. It can be either a .doc or .docx file. The template variables can be added manually, but it is much easier to generate a template from an existing form. Doing that creates a Word file that contains the labels and field-variables defined in the form. You can then edit the file to modify its layout, add images, and insert boilerplate text.
An example of such a document is Expense Report PDF or an Inspection Report generated based on submission details.
Such a Document can include fields of any type including Image fields and Child Document List Fields.
When used, the template is converted to a PDF document.
To generate a dynamic document from a form:
To test a dynamic document:
To upload a document:
To use a document:
Once uploaded, a document template can be used in a variety of ways.
It can be: