Skip to content

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