Autogenerate documents |
In a script, PDF documents can be autogenerated. Those documents can be emailed as attachment, signed, and downloaded by the user and the participant.
In order to generate a document, go to templates and create a new one. Give this template a code, description, and start filling it.
The template can be filled with fields gathered during the script.
Each template has a unique code and description. Fill in a unique code and description for the template (here: template1 & My first template).
These are the field names from the Code snippet - Fill in a form.
birth name family name Full Name of the User | = Frank = Smith = Idiligo |
Code | template1 | |
Prefix | My first template | |
Text | Hello [flow:birth name] [flow:family name], thank you for today´s online conversation. Sincerely yours [user:Full Name] |
Now check the script by running it...click 'Start new session'.
In the Idiligo-Frontend it looks like this:
Hello Frank Smith, thank you for today´s online conversation. Sincerely yours, Idiligo |
Tip watch: Video: Create your own Script (basic) to create your first own Script.