Skip to content

Save PDF

The Save PDF rule generates a PDF based on a tempate and saves it to an attachment header field.


The rule can be added to:

  • User actions
  • Scheduled action
  • REST action
  • Bulk actions

Note: The default operation override will remove all existing attachments from the specified attachment field.


Property Required Description
Label No A brief description of the rule. This description is visible in the list of rules and meant to distinguish similar rules from each other.
Description No A longer description of the rule. You can use this field to describe the purpose of the rule is.
Template Yes The template that is used to generate the PDF that is saved into the header field.
Execute Only If No The condition that needs to be met in order for this rule to execute. If this field is empty, the rule will always be executed.
Save to Yes Dropdown containing only attachment fields defined as header fields in the DD. The PDF will be added to the specified field in the document.
Render language Yes (by default filled in) Dropdown containing three options:
  • Current user (Default)
  • English
  • Dutch
The language is being used to render the contents on the PDF in the specified language. In case of Scheduled Action or a REST Action, the language of the user is not available.
Operation Yes Dropdown that contains two options:
  • Append (Default)
    The attachment will be added to the already available attachments in the specified field
  • Overwrite
    Current contents of the specified attachment field will be overridden with the newly generated PDF file.