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    Nintex Knowledge Base

    Tagging a PDF document

    Summary
    When creating a PDF document for Drawloop, information does not populate in PDF document.

    Solution
    When creating a PDF document be sure to reference the Field tagger to locate correct information. 
    Locate the Field tagger in the document package.
    Select Excel/PDF under Document type.
    Select Main object.
    Select Field 
    *Before you can edit your PDF fields, you need to navigate to the Forms tab in Adobe Acrobat and select Add or Edit Fields to change the properties of your fields.
    Find a field that you would like to merge with Salesforce information and right-click it to get to the field Properties, this will initiate the Field Properties menu.
    Then place correct tags in desired location on the PDF template.
     
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