How to create a Document
Here you will learn how to create a document in Atfinity.

The Basics

In the Configuration menu, choose 'Documents'.
Then click ‘Add Document’ to start.
In the screen that pops up, enter the basic characteristics of the new process:
Option
Description
Key
The key used in RuLa, atfinity's Rule Language, to refer to this document. The key must be written in snake_case: no capital letters and no spaces. Instead use “_” to separate words if there is more than one word. Example: first_name, date_of_birth, domicile.
Display Name
The name of the document in English.
After clicking 'Confirm', the document will appear in the 'Documents' screen.

Set Parameters

In the 'Documents' overview screen, click on the newly created document in the list to open it and access further settings.
In the screen that appears, 'Layout' is the first tab that shows.

Layout

The ‘Layout’ tab gives you an overview of the document and you are able to set these additional parameters:
Option
Description
Type
PDF: means you will upload a PDF of an already existing form on which you can add fields/boxes manually. Once you have selected ‘PDF’ you will be able to upload a PDF.
Smart Document: will create the PDF automatically from the fields/boxes you provide. Choosing a Smart Document means you have to select a Document Template as well, which will be used to create the document by adding fields/boxes to it.
Group Document: lets you choose already existing documents which you would like to group.
Color Tag
You can select a color tag which the document will be marked with on the document overview screen.
Document Condition
Here you can write, using RuLa, the condition under which this document should be included in the Case.
Sections
Here you can specify sections, which allow you to define rules that decide when the fields/boxes you added to a section should be included and asked. For more information, see Document Section.

Boxes

Under the ‘Boxes’ tab you find everything to manage all the information that was placed on this document.
On the right side of the screen you find a list of all fields/boxes on the document. Here you can add boxes, delete or reorder them. For more information about how to add boxes and how to edit them, see How to add Boxes.

Details

Under the ‘Details’ tab you can set further parameters:
Option
Description
Template
(This field only shows when 'Type' is set to 'Smart Documents'.)
Define which template should be used for the Smart Document.
Description
Provide a description of the document.
Booklet and Signing Type
Should this document be part of the booklet? Does it need to be signed? Exclude it, if it is for private use only.
Remove PDF fields
PDF documents can contain fields that users can fill out using their PDF Viewer. These fields can collide with fields you define in Atfinity. By default, such fields are removed, but you can choose to leave them.
Settings this skips the PDF/A conversion if it is activated. Note that PDF/A is still enforced when the document is combined (e.g into a booklet).
Create missing values
Yes: all information of fields/boxes you have placed on the document will be printed and therefore need to be provided whenever the document is matched.
No: only information which is already known will be printed on the document.
Before ToC
By default, all needed documents in a booklet appear in its table of contents and are ordered after the table of contents. If you choose "yes" here, this document will not be part of the table of contents and will be ordered before the table of contents.
For example, the cover page should appear before the table of contents.
Use Formula for Filename
Write a formula which the application will use to create the name for the document. This name will be used to name the file when you download the document.
At the bottom of the ‘Details’ tab you find also meta information about the document, e.g. when it was created and by whom.

References

Under the ‘Reference’ tab you find a list of processes in which this document is being used.

PDF Document

When you select the type of document to be a PDF you will be asked to upload a PDF of an already existing form on which you can add fields/boxes manually.
Uploaded PDFs are displayed on the right side of the screen, where you will see every page of the form.
Clicking on a page brings you to the layout view of this page.
On the left side of the layout view is a list of all placed and unplaced fields/boxes which you can click on and edit. For more information about boxes, see How to add and configure Boxes.
On the right side is the page of the form with its place fields/boxes. The boxes can be clicked on and moved to the desired position.

Smart Document

If you select to make the new document a Smart Document, you will be asked to select a Document Template for it. The document will copy the style elements from that template, like margins, logos, the header and the footer.
Go to the ‘Boxes’ tab to add fields to a Smart Document. For more information about boxes, see How to add and configure Boxes.

Copy a Document

The ‘Create Copy’ button in the top right corner is there to save you time.
When you create a document, you need to configure everything from scratch. If you have two similar documents it is more efficient to duplicate the first document. That way, you only have to adjust the things in the second document that differentiate it from the first.

Adding a Document to a Process

Once you have created and configured your document, make sure that you have added it to a process. Otherwise it just sits idle and the questions of your information fields will never be asked.
Go to the process overview screen and open the process you would like the document to be relevant for.
Add it to the process by clicking on the ‘Documents’ tab and then select the newly created document.
And as always, don’t forget to Put Live in order for your changes to be applied.