You are viewing limited content. For full access, please sign in.

Question

Question

Do I need multiple versions- same document but unique name- of a PDF to complete with different data?

asked on June 7, 2022

I have a letter that may need to be created for 3 different people but the PDF populates only for the first branch.  The 2nd and 3rd branch are blank.  Do I need to have unique templates loaded for each branch/person? 

This is the template used for all 3 branches - each branch lists the applicable tokens (AIF1Name, AIF2 Name and AIF3Name, etc.). 

Only the AIF1 letter populates with data, AIF2 and AIF3 are blank

 

 

0 0

Answer

SELECTED ANSWER
replied on June 8, 2022

I found my issue - complete user error laugh.  I read some other posts and one made me decide to double check my 'Attach Electronic Document' step and I did not have the correct document attached for the docs that didn't populate.

1 0

Replies

You are not allowed to reply in this post.
You are not allowed to follow up in this post.

Sign in to reply to this post.