PDF Generation
Generate PDF documents from your imported data batches.
PDF Generation is the process of creating individual PDF files for each record in your imported batch, applying the layout defined in the Template Designer.
Overview
This process merges your Imported Data (and optional Master Data) into the visual layout template.
Trial Mode Limitation
Restricted Processing: In Trial Mode, you can only generate 1 PDF at a time. You must run the process repeatedly to handle multiple items.
Generation Workflow
- Navigate to the PDF Generation view.
- Select Profile: The dropdown lists profiles that have pending items.
- Select Batch: A list of batches with "Pending" items (waiting for PDF generation) will appear.
- Run Process: Click the batch to start generation.
Implementation Details
1. Layout & Content
The PDF is generated strictly according to the Template Designer configuration.
- Elements: Text, Images, Tables, and Barcodes are rendered.
- Variables: Placeholders like
{{ customer_name }}are replaced with actual data.
2. Output Filename
The file naming convention is controlled by the Output Filename Pattern in your Profile settings.
- Example:
{{ customer_id }}_{{ date }}.pdf - Ensure your pattern uses valid variables to avoid filename collisions.
3. Background Merging
If you have configured a Background PDF in the Page settings:
- The system generates the dynamic content (text, tables).
- It then "stamps" this content onto your static background PDF.
- This is useful for using pre-designed company letterheads or forms.
Post-Generation
Once generated:
- The items in the Queue update their status to PDF Generated.
- The physical PDF files are saved in your configured output directory.
- You are now ready to proceed to Email Sending.