When mapping a PDF you can create logic within the PDF to connect to "people" The benefit of this is so that information that may already be on file for your client within these specific fields can prefill out when preparing your PDF engagement for your client.

Fields in a PDF template may be pre-filled with personal and contact information from "Persons" within a client/prospect profile. The client, the co-client, all children and all other family members are available as a "Person".

In order for the system to know which fields in a PDF template belong to the same "Person", we first need to group them together. This is achieved by selecting the same Group for all fields that should be filled in with information of the same Person. For example, if your PDF template collects information for an Account Owner and three Beneficiaries, you should make sure that all fields from the Account Owner are under the Group "AccountOwner" and that all fields for each Beneficiary are under the group "Beneficiary1", "Beneficiary2", "Beneficiary3" respectively. Once a field is under the correct group and has a name that you can easily identify, you can then select what data point from the profile should be used to pre-fill it using the "Connection" dropdown.

To create logic within a PDF, open the mapper for your PDF. You can do this by going to Templates > under PDF Templates click on My templates > click on your PDF > click Customize.

Here we have a PDF that has a section called Account Owner. We are going to create logic for this group to use the Personal Details group from the dataset.

Click on your first field. Click on the Pencil icon. This will open the Field Details panel to the right hand side. Locate the Field group and name. It will default to a group/field for you as you can see in the highlight below.

Click in the group drop down and select New Group.

The default group will then disappear. Give your new group a name. To make it simplified we would recommend making it match to the group/section on your PDF. For example, in this example we are within the Account Owner section. Let's call this group for our PDF logic AccountOwner

We now have the name of the group and I also created the name of the field next to it (spaces are not allowed) to make it clear as to what I'm mapping here.

Next, I'll want to choose from the connection drop down field the matching dataset field for my "person", in this case, I'm locating the First Name field.

After your selections are made you should see something like this. Once you're done click on Save Changes.

Moving on to the next field on our PDF, the middle initial. As you can see we have clicked on it and clicked the pencil icon. The field details panel appears on the right hand side. In my group drop down I now have my previously created Group called AccountOwner. Groups relate fields together while names identify each field. Names must be unique in each group.

You will need to do this for each field within the group to relate the fields to the group. Remember to make each field name unique.

Each time I now add a mapping, I can see the groups that are named according to the groups in the PDF.

The final result.

I created this PDF for a client of mine and after creating this logic and doing the connection, it will pull in the data that I already have on file for my client.

Important notes:

  1. Only multiple groups in a household page can be classified.

  2. We only allow Person classifications and the system will look for a field to know if the specific "Person" has enough data. So when classifying a new group one the following classifications need to exist: Person.Name, Person.FullName, Person.FirstName, Person.LastName

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