Configuring print document merge fields in PDFs for forms

You can use merge fields in a PDF print document that you have added to a form. When the form is completed and the user prints the document, the merge fields are populated. For business processes, these merge fields are configured to extract information from specific answers entered in the form. They are managed differently from other merge fields used in NexJ CRM because the token name that you give to these merge fields must match the reference name of the corresponding question in the form.

To configure the merge fields in a PDF print document:

1. In Adobe Acrobat X Pro, create your PDF form.
2. Click Add New Field and select Text Field.
3. Place the cursor where you want to add the merge field.
4. If you are working with print documents for contacts or leads, add your merge field in the following format:

   ${tokenName}

   For example, ${firstName} can be used to include the first name of a contact or lead.

   If you are working with print documents for business processes, use the following format for merge fields:

   ${fields[Page_Reference_Name.Question_Reference_Name]value}

   The Page_Reference_Name and Question_Reference_Name are used to reference the question in the corresponding form. For example, ${fields[Accountholder_Details.client_firstName]value} can be used to include the first name of a client.
   For more information about which tokens are supported see, Tokens for notification messages

5. When you have finished configuring the print document merge fields, click the Save button

   

   .
6. Upload the document to the Document Manager workspace in NexJ CRM.

The print document merge fields are configured to extract information from the completed form. You can now add the document to a form so that it can be printed when the form is completed.