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Type | Description |
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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 Certificates. (See Entity PDFs ) |
Template Attribute PDF | Uses the Template Attribute to produce a custom 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 to create a custom formatted PDF that can be 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 Included in Release 10.8 in Fall 2021 Printable Workflow Summary ) |
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) |
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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Feature / Type | Entity | Template Attribute | Member Search | Workflow Instance | Upload | Certificate Print |
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Custom Look - allow custom HTML and images to produce a high quality certificate. |
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Based on Entity Views - requires no coding to configure but format is rigid. |
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Accessable Accessible from Workflow Form |
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Accessable Accessible via Template Attribute - useful to display anywhere an attribute can be displayed. |
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Accessable Accessible via Entity View - useful to display a PDF Certification on the Account Profile page. |
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Accessable Accessible via Workflow Quick Action |
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Accessable Accessible via LPI Activity Card |
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Accessable Accessible via Member Search Results |
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Accessable Accessible via Public Link |
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Accessable Accessible via Emailed Link |
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Accessable Accessible on Profile Page / Area |
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Includes Uploaded Document(s) |
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Can be Printed |
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Can be Batched for Printing |
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Configuration Location | SysAdmin Area| AppConfig | PDF Templates | Template Attribute Editor | ASPX File on Server | Entity Views | Attribute Editor | Add-on Feature (Admin>Print Queue) |
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