Submission and Approval PDFs

Nucleus has introduced a new and improved PDF export option, designed to replace the previous screen capture method. This enhancement transforms the way entry data is presented, offering a polished, streamlined document format that ensures enhanced readability.

The new PDFs not only make it easier to review and share entry data but also offer expanded accessibility. Entrants can now download their entry PDFs directly from their Dashboard, and these documents can also be automatically included as attachments in both Entry/Submit and Entry/Approve email templates.

How to Enable PDFs

Before using the improved PDF export feature, please ensure it is enabled. Follow these steps:

1. Log into the Admin Interface
2. Navigate to Actions > Misc
3. In the System Administration section, select Configuration Values
4. Search for Use Browser Default PDF
5. Click Edit, set the value to No, and click Save

How to Configure PDF Attachments in Emails

PDFs are automatically integrated into the Entry/Submit and Entry/Approve email templates, so Admins don’t need to manually attach them. However, you can customise whether PDFs are included in both email templates, only one, or not at all. Regardless of this setting, Entrants will still have the option to download PDFs from their profiles.

To update the email attachment settings:

1. Log into the Admin Interface
2. Navigate to Actions > Misc
3. In the System Administration section, select Configuration Values
4. Search for Generate entry submission and approval PDF
5. Click Edit and set the value to one of the following options:
   • No: PDFs will not be attached to any emails
   • submission: PDFs will be attached to the Entry/Submit email template only
   • approval: PDFs will be attached to the Entry/Approve email template only
   • both: PDFs will be attached to both email templates
6. Click Save to apply the changes

How Admins can export a PDF for an Entry

1. Log into the Admin Interface
2. Go to Actions > Entries
3. Search for the relevant entry and click on Actions > Submission PDF or Approval PDF

How Entrants Can Access PDFs

Entrants can generate a PDF of their form at any stage of the submission process, whether the Entry is in draft or has been submitted. They have two options to do this:

From the Dashboard

1. Log into the Dashboard
2. Navigate to the Submitted or Unsubmitted section
3. Locate the desired entry and click the Download PDF button available for both Submitted and Unsubmitted Entries

From the Entry Form

1. Open the Entry Form
2. Click the Create PDF of Form button to generate the document