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Type

Description

Entity PDF

Custom formatted PDF, one or more pages, that can be accessed via a workflow quick action, emailed as a publically sharable link. Commonly used for Activity Completion CertficatesCertificates. (See Entity PDFs )

Template Attribute PDF

Uses the Template Attribute to produce a templatecustom formattted PDF. Can be shown on an entity view. Often used to display a certificate on the profile page or on the learning plan card. (See /wiki/spaces/DOCS/pages/1664385029)

Member Search PDF

Used a custom ASPX page on the file system and to create a custom formatted PDF that can be exposed as a downloadable PDF downloaded from the member search results such as a public or internal verification page. (See Credential Verification)

Workflow Instance PDF

Complete downloadable and printable representation of a workflow, including all uploaded documents, and data from activity container attributes based on an entity view. Format cannot be customized but content can be configured. (Coming in Release 10.8 in Fall 2021)

Upload PDF

PDF representation of any document uploaded into the upload attribute for which the document type is support (ex. Word, Excel, Jpg, Gif, Png, etc.) (See Upload Attribute (DRAFT))

Certificate Print PDF

Allows program administrators to construct multiple types of documents using HTML templates and to configure which documents should be mailed out in response to which business events. Additional staff manage the print queue itself, printing the physical documents, mailing them out, and then tracking their status in the system. (See Certificate Printing)

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