In Adeptia Connect, you can create a PDF layout by using the Layout Builder. A PDF Layout can also be created from within a template, transaction, and Process Designer. This contains the step-by-step instructions to create a PDF layout from an unstructured PDF file. You'd need to follow the instructions in the following order:
Complete the following steps to create a PDF Layout:
Click Configure > LAYOUTS > PDF
On the PDF manage page, click Create PDF Layout.
Creating a Table Section
Enable Table Selection mode (if not enabled).
Select any row from the File View area.
Right-click the selected row, and click New Table. As you click New Table, a Table Data window opens.
On the Table Data screen, in the Table Name field enter the name of the table.
Select Start Token Identifier check box.
Start Token Identifier helps you to define a value as the starting point of the table.
As you select the Start Token Identifier check box, you'll be redirected to the Table Selection Enable screen.
Select a field to identify the start of the table.
On the Table Data screen, select End Token Identifier check box.
End Token Identifier helps you to define a value as the end point of the table.
As you select the End Token Identifier check box, you'll be redirected to the Table Selection Enable screen.
Select a field to identify the end of the table.
On the Table Data screen, expand the Modify Properties for advanced options. Refer to the properties and their description in the table given below.
Property Name
Description
Click Save.
Creating an Active Key Value Section
On the Key menu, select Active Key Value Section.
Select the key first and then the value.
Right-click the selected key-value pair, and then select Key Value Section.
On the Section Data screen, in the Section Name field, enter the name of the section.
Select Start Token Identifier check box.
Start Token Identifier helps you to define a value as the starting point of the section.
As you select the Start Token Identifier check box, you'll be redirected to the Key-Value Selection Enable screen.
Select a field to identify the start of the section.
On the Section Data screen, select End Token Identifier check box.
End Token Identifier helps you to define a value as the end point of the section.
As you select the End Token Identifier check box, you'll be redirected to the Key-Value Selection Enable screen.
Select a field to identify the end of the section.
On the Section Data screen, expand the Modify Properties for advanced options. Refer to the properties and their description in the table given below.
Property Name
Description
Click Save.
Creating an Active Fixed Section
On the Key menu, select Active Fixed Section.
On the Fixed Selection Enable screen, select a value.
Right-click the selected value, and then select Fixed Section.
On the Section Data screen, in the Section Name field, enter the name of the section.
Select Start Token Identifier check box.
Start Token Identifier helps you to define a value as the starting point of the section.
As you select the Start Token Identifier check box, you'll be redirected to the Fixed Selection Enable screen.
Select a field to identify the start of the section.
On the Section Data screen, select End Token Identifier check box.
End Token Identifier helps you to define a value as the end point of the section.
As you select the End Token Identifier check box, you'll be redirected to the Fixed Selection Enable screen.
Select a field to identify the end of the section.
On the Section Data screen, expand the Modify Properties for advanced options. Refer to the properties and their description in the table given below.
Property Name
Description
Click Save.
Viewing, and downloading the XSD and XML files of the PDF Layout
Using a PDF Layout in a custom Template/Transaction