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How to generate custom PDF documents from an online workflow

Most organizations still use PDF forms particularly for government or regulatory purposes. For example, a new hire forms packet in the U.S. usually includes a Federal W-4 and I-9. These forms must be completed and submitted to the Government.

In this video, we'll show you how easy it is to create electronic forms and processes that benefit from being online yet generate these important documents. We'll choose an employee onboarding process since it's one of the most common everyday processes requiring PDF generation.

In this video, we cover the following:

  • Fillable PDFs: We showed you how to add fillable fields to a PDF document using tools like PDFEscape and how you can upload these forms into an online workflow.
  • Eliminate Duplicate Data Entry: Repetitive information like name, address is automatically copied from one online form to another so users don't have to reenter information.
  • Map data to multiple PDFs: We showed you how you can map data from your online forms to one or more PDF documents. We also showed how you can generate multiple PDFs from a single workflow including conditional generation.
  • Fully compliant automated workflow: We showed how the electronic forms and process work on all devices and ease the employee onboarding experience, save time, lower costs and help comply with government rules and regulations.

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