Save PDF Rule

With the Save PDF rule, you can generate a PDF file from a template and save it as an attachment to a field within the current document. This allows you to automatically create and store important documents as part of your workflow.

How to Add and Configure the Save PDF Rule

1. Open the desired action in the workflow.
2. Navigate to the Rules section and click the button.
3. In the rule configuration pane, select Save PDF from the Type dropdown.
4. Enter a descriptive Label and Description.
5. Configure the properties as outlined in the table below.
6. Click Save to confirm the rule configuration.
7. Click Save in the action properties pane to apply the changes.

Rule Properties

Field	Required	Purpose
Template	Yes	Specifies which template to use for generating the PDF file.
Save To	Yes	Determines which attachment field the newly created PDF should be stored in.
Render Language	Yes	Stores the PDF in either the current user's language, English, or Dutch.
Operation	Yes	Determines whether existing attachments in the field should be overwritten by the newly created PDF or added as an additional file.

Note: Attachment fields may have limitations regarding the maximum number of files or file size they can contain, which could restrict the number of new files that can be appended.