Download flat PDF of a letter using the custom functionality

After you have added custom functionality to download flat PDF of your letters, you can use the following steps to download flat PDF version of the letter you select:

  1. Go to https://'[server]:[port]'/[ContextPath]/projects.html and log in.

  2. Select Forms > Letters. Correspondence Management lists the letters available in the system.

  3. Click Select and then click a letter to select it.

  4. Select More > <Download Flat PDF> (The custom functionality created using the instructions this article). Download Letter as PDF dialog appears.

    The menu item name, functionality, and alt-text is according to the customization created in Scenario: Add a command to the Letters list user interface to download flat PDF version of a letter.

    Custom functionality: Download Flat PDF

  5. In the Download Letter as PDF dialog, select the relevant XML from which you want to populate the data in the PDF.

    NOTE
    Before downloading the letter as a flat PDF, you can create the XML file with the data in the letter using the Create Report option.

    Download letter as PDF

    The letter gets downloaded to your computer as a flat PDF.

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