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Creating New PDF Pack Templates

Prerequisites

  • Admin access to the SharePoint site
  • Basic understanding of HTML

Overview

As a system administrator, you can configure PDF Pack templates for each record type. Templates can be customised to include specific fields, layouts, and styling.

Adding a New Template

The easiest way to create a new PDF Pack template is to:

  • Download an existing template
  • Rename it
  • Upload it to the SharePoint library

Naming convention: All templates must follow the specific naming format:

  • {templateType}_{recordType prefix}_template.html
  • Example: Coversheet_BMIN_template.html

Once Uploaded

  • Open the newly uploaded file
  • Choose ‘Open in Text Editor’ image.png
  • Modify the content as needed

Adding Record Fields

To include record data in the template:

  • Locate the place in the HTML where the field should appear
  • Insert the field using the following format:
    <div class="description" id="recordDescription"> Response prepared by: {{recordDescription}} </div>
  • Use the internal name of the field, which you can find in the Fields tab within the Admin Panel

Important Notes

  • You must create two templates per record type:
  • One for the PDF Pack before approval
  • One for the PDF Pack after approval