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PDF renditions play a pivotal role in ensuring documents are consistent, secure, and universally accessible, additionally they serve as the primary metadata source for the document record.
When the document moves to the Document Approval stage, a PDF rendition is automatically generated. This step ensures that the document’s format is preserved, making it ready for Approved status and distribution.
Record Page Overview
Process of taking an uploaded file (Word, Excel, PowerPoint), converting it to PDF format, and adding elements such as a signature page, headers, footers, watermarks, etc.
PDF includes
Document Signatures
Revision History
Watermark
Customizable Fields at the header and footer
Customizable Fields For Example
Name
Type
Owner
Record Number
Version
Current Status
Effective Date
Page Number
Printed By
Requested By
Custom Text Field, for example: uncontrolled copy
Acesses
Define access restrictions on the PDF after downloading, for example: read-only, password required etc.
