Additional functionalities
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      2. Additional functionalities

      Customize PDFs with your logo/references/brand image

      Custom Logo

      If you want to customize the screen of www.plugcodes.com as well as some of the PDF templates offered by Plugnotes, just send the Plugnotes team a jpg file containing your logo. It will be put in the header of these documents.

      Recommended size
      2500px x 700px

      Custom Templates

      It is possible, with Plugnotes, to insert data from a Plugnote into the form of your choice and to insert signatures (authenticated or not via OKSign).

      Setup

      Prerequisites:

      • Create at least one Plugnote in the Plugform from which you want to insert data.
      • Download the Plugform Template by typing the code TPL23 in the "New Plugform" option (only once)
      • Create a Plugnote by Template by attaching a PDF of the form to be completed

      In Plugform Templates (TPL23):



      • Field 5 table:
      • Each line will correspond to an insertion point on your PDF.
        • You must first choose the nature of the original control:
          • T1: Fields outside the tables
          • T2: Array control
          • T3: Signature(s): window to sign when printing the PDF
          • T5: Signed via OK!Sign
          • T6: Memo field
          • T7: Only visible columns (PDF) of a table with a header
          • X7: T7 without headers
          • T8: T7 but all columns
          • X8: X7 but no headers
        • Choose the field number in which the data to be inserted is located
        • Then according to the Tx (T1, T2,...) of the line; fill only the columns of the table that have in the header the Tx of the line
          • Field number
          • If Table (row and column)
          • Distance in mm from the left
          • Distance in mm from the top
          • Top: top point of the frame for T6 -> T8
          • Print font size for this content

      To know

      • Each template is normally linked to a specific plugform (or to several if they have the same structure)
      • Please note that it is essential to (re)save the plugform before being able to view the latest changes in the template preview
      • It is possible to include 2 fields on the same line by separating them with a semicolon ";" in the Field column. If it is the contents of a column of a table, it should be written 1-1-2 for Field1 - Row 1 - column 2
      • To activate OKSign (T5), you must first configure your account via profile management
      • For types T3 - T5 - T6: the starting point of the frame is the top of the left side of the frame and the height is towards the bottom of the frame.
      • For type T6 (for an F03 memo field)
        • The column (Line) (2): the maximum number of lines of the memo
        • The column (Width) (9): the length of each line according to the font and
        • The column (Length) (10): the desired line spacing in mm

      Limitations

      • In case of difficulty in visualizing the template via the preview, try to visualize it via the PDF printing of one of the plugnotes of the destination plugform.
      • Sometimes the PDF format is not compatible with this module. In this case, the file must be converted to Adobe 5.0 (PDF 1.4) with the Docupub.com program




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      Customer Success
      If you have any questions, please contact our Customer Success Team