Using PDF “DocumentType” as template at the “Document Templates” functionality : Support

Using PDF “DocumentType” as template at the “Document Templates” functionality Print

Modified on: Mon, 12 Dec, 2022 at 7:48 PM

The principal procedure for creating a PDF DocumentType adhere to the same rules as creating a Word Docx DocumentType, and the procedure has been documented in detail in the following User’s Guide:
https://userguide.nortridge.com/topics/document-templates2.html

Only the Programmer/Developer/NLS ADMIN needs to install the Adobe Acrobat PRO (editor) at the Developer’s workstation to EDIT the PDF template.

User Guide:Main Features > Reports > Document Templates > Installing the Document Template:

https://userguide.nortridge.com/topics/installing-the-document-template.html

The USER’s workstation (WITH Adobe Acrobat READER only), the Custom Report will be generated/viewed within NLS.

Here is the PDF file in Acrobat Reader, you can see the fields highlighted in light blue are used for embed NLS key fields:

Here is same file in NLSPreview where the loan data has been populated into same embed key fields:

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Using PDF “DocumentType” as template at the “Document Templates” functionality Print

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