Documents are the central part of every process in atfinity. This is where all the necessary information is collected, brought together in boxes and sections.
By providing the condition for a document, you tell atfinity under what conditions the document should be included in a case.
By default, if the condition(s) is (are) met, all boxes of the document will be included, meaning they need to be filled out.
However, you can set the configuration in such a way that only a certain number of boxes on a document need to be filled out if an additional condition is met. This is done by defining sections on a document. More on that can be found under Document Section.
Documents come in three types:
  • PDF Document: Upload an existing form onto the application, then tell Atfinity what information is shown in which boxes. It is possible to add boxes and sections as well. A PDF document can be as complicated as you need it to be.
  • Smart Document: Atfinity will automatically create a PDF document, based on the selected template, together with boxes and sections you need to be on there.
  • Group Document: This type lets you select and group already existing documents as a single document.
For more information on how to create a document, see How to create a Document.


While adding a document to Atfinity, you have the following options:
Your document's name.
Display Name
The document's name in English.
Booklet and Signing Type
Indicate whether this document should be included in the booklet, and whether it should be signed. Select 'Not in the booklet' if the document is for internal use only.
Remove PDF Fields
Yes: PDF documents can contain fields that users can fill out using a PDF Viewer. These fields can collide with fields you define in Atfinity. By default, such fields are removed.
No: all fields from the PDF will remain on the document, including those filled out with a PDF viewer.
Before ToC
Yes: if the document is, for example, a cover page which you want to go before the booklet's Table of Contents (ToC).
No: the document will be placed after the ToC.
Provide a description of the document in English.
Using RuLa, write the condition under which this document should be included in the case. See here how to write a document rule.
Select between Smart Document, Group Document or Uploading an Existing PDF.
Add Signature
Located on the right side of the configuration screen of a document, select which ontology should sign the document. A signature field will be added.
See an overview of all the information boxes that have a place on this document, plus the information they are linked to.
Click 'Add Box' on the top left of the overview list to add a new box to the document. More on this in How to add and configure Document Boxes.
Here, all the sections of the document are listed and new ones can be added.
Sections help you to structure boxes and allow you to define rules that decide when those boxes should be included. For more information, see Document Section.


You can add as many documents to Atfinity as needed. However, in order for the application to actually use a document, you have to add it to a process.
Documents interact with these other key concepts:
  • Document section: dividing a document into sections makes the information on it easier to navigate.
  • Document box: the actual 'lines' or 'boxes' where the data is printed on a document.
  • Document template: the bare lay-out (logos, margins, etcetera) you want smart document to adhere to, once you print it out.