PDF Stamper installation wizard—setup type
The Setup Type step is the first extension-specific step of the PDF Stamper wizard. It comes after Authorization and Application information. If you start the wizard with Setup Table on an app that's already authorized, the wizard uses the token on file and opens at this step.
The wizard window is titled PDF Stamper Set-up. The steps are listed on the left: Authorization, Application Information, Setup Type (this step), PDF Stamper Setup, and Finish. When your choices need them, the wizard adds optional steps before Finish, such as Application Token for bulk document generation.
PDF Stamper always stamps your data onto a PDF template, so there's no choice of template kind on this step. Under Select the Setup Type, choose one option:
Single Document Generation (selected by default)
Bulk Document Generation—also adds the Application Token step before Finish. If you switch back to Single Document Generation, the step is removed.
Below the choices, select Single Document Generation + or Bulk Document Generation + to expand a short description of each option. The options are described below. This step has no required fields. Select Next to continue, or Previous to go back.
Single document generation
Use this to create a stamped PDF from a record. The wizard installs PDF Stamper on your "master" table—the table whose records the documents are for—with a Stamp the Document button that opens a new tab and can show the document in your browser after it's created. This is typically used to create one document at a time. However, with the &msqry parameter you can create up to 50 documents with one button click; see PDF Stamper formula URL parameters.
Note
This setup also lets you create documents automatically, with no button click—for example, when a record is saved. The wizard adds the PDF Stamper Batch Processing Arguments, PDF Stamper Batch Trigger Field, and Execute PDF Stamper Batch fields to your table. To use them, create an email notification that "triggers" document creation; see PDF Stamper email notification.
Bulk document generation
Use this to create many documents at once—more than 50. This setup creates two new tables:
PDF Stamper Batch Processing—a "control" table that drives document creation for records in another table in the app. For example, to create project documents for all projects, you start one run from a control record instead of stamping each project's document separately.
PDF Stamper Batch Processing Logs—a log with the status of each document creation run.
Note
This setup uses the Batch Processing Arguments field on PDF Stamper Batch Processing and an email notification to "trigger" document creation. See PDF Stamper email notification.
Next: PDF Stamper setup.