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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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