Configure a PDF generation activity

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Capture > PDF generation.
  4. On the Input document/folder list, select a document or folder variable to configure input for the PDF generation activity.
    • If you use a document variable, the defined PDF settings are reflected at runtime in the generated PDF.
    • If you use a folder variable, the defined PDF settings are reflected at runtime in the generated PDFs for all documents in the folder.
  5. On the PDF profile list, select a PDF generation profile. See Manage PDF generation profiles.
  6. Define the Title, Author, Subject, Keywords, Application used to create the original document, and Producer of the PDF document using either option:
    • Document type: Sets the content to a value based on Document type fields. The fields must already be created in a Document type. See Add a document type.

    • Custom: Select a variable (process or server) or enter a static value.

  7. Configure partial completion of the activity. For more information see Partial completion.
  8. Save the process map.