Configure output file format and other settings

After you’ve finished working on the template, you proceed to the Configure template substep - Settings.

Here you customize the following settings:

• Mode

• Output filename

• Output type

• Add watermark

• Protect PDF

Mode

It is Testing by default. It means you won’t be charged for executions of this process but result documents will have a Plumsail watermark. Change it to “Active” to remove the watermark.

Output filename

The filename of the result document. You can use tokens inside this field.

You can insert values from your data using tokens. Let us assume, your data has property “invoiceNumber”. In this case, you can include it using token {{invoiceNumber}}.

Those tokens work the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

• {{@date}} - full current date with time.

• {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.

Output type

Type of the output file. By default, it is the same as your template but you can change it to PDF.

Add watermark

You can see this option if you selected PDF as an output type. Click on the Add watermark and upload a PNG image for your watermark. You will see the watermark configuration dialog:

You can specify position and opacity of your watermark.

Protect PDF

You can see this option if you selected PDF as an output type. It allows you to protect your PDF by setting a password, disabling printing, etc. Just click on the Protect PDF link and specify settings you need:

Note

Once you finished configuration you can test the template.