Viewing a PDF Attached to a File-based Document

In Configuration, Onboarding (Transitions) administrators can display a PDF file attached to a document.

The Onboarding (Transitions) document library typically contains a great number of documents and many of those documents might have file attachments. Unsurprisingly, administrators can have difficulty often remembering the kind of information a specific file attachment contains. Administrators can click the file name of a PDF file in the System Documents section of a document in Onboarding (Transitions) Administration and Adobe Acrobat will display the content of the file.

Variable values are not rendered when the content of the file attachment is displayed in the document library. This is because neither the document, nor the file attachment are assigned to a process in the document library.

Important Notes

If you plan to use the synchronization tool, keep in mind that PDF files attached to documents in Legacy Onboarding might contain variables that are inappropriate in a Onboarding (Transitions) context. In such cases, you should download a copy of the files and make your changes to the variables using Acrobat. Perform synchronization. Afterward, you can attach your modified PDF files to your Onboarding (Transitions) documents.