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Export Properties

 The “Export Properties” section for PDFs allows you to configure settings like height, width, and other attributes for PDFs generated using the ConvertToPDF rule. 

Steps to set export properties 

Let us examine the properties grouped under Export Properties. 

1. Width: Specifies the width of the form. 

2. Height: Specifies the height of the form. 

3. Size: Determines predefined paper sizes. 

The available size options include: 

  • A0 to A10: Standard ISO paper sizes, with A4 being the most used for forms. 
  • ArchA, ArchB, ArchC, ArchD, ArchE: Architectural paper sizes utilized for large-format printing. 
  • B0 to B5: B series paper sizes, larger than the A series, typically used for posters and large forms. 
  • Fisa: A less commonly used paper size. 
  • HalfLetter: Half the size of Letter paper, often employed for smaller forms. 
  • Ledger: Also referred to as Tabloid size. 
  • Legal: Measures 8.5 inches by 14 inches. 
  • Letter: The standard paper size used in the United States. 
  • Letter11x17: An enlarged version of Letter size, commonly used for large-format documents. 
  • Note: A smaller paper size frequently used for note-taking 

4. Orientation: Specifies the directional layout of the form. 

There are two types of orientation available: 

  • Landscape: The width of the form exceeds its height, resulting in a wider-than-tall layout. 
  • Portrait: The height of the form exceeds its width, resulting in a taller-than-wide layout. 

5. Margin: Defines the spacing between the content of the form and its outer edges. 

  • Top: Specifies the margin at the top edge of the form. 
  • Bottom: Specifies the margin at the bottom edge of the form. 
  • Left: Specifies the margin on the left side of the form. 
  • Right: Specifies the margin on the right side of the form. 

6. Fit to Width: Adjusts the content to fit the width of the page.  

7. Auto_height: Adjusts the height of the form automatically based on the content. 

8. Settings: 

Let us now explore how to configure the settings within Export Properties. 

1. Click the gear icon located within the Settings section under Export Properties as shown in the image below. 

2. The PDF Configuration window will appear, displaying options organized across three tabs: General, Header/Footer Properties, and Page Properties as shown in image.

 

3. The General tab allows you to configure settings related to background images and placeholders. The Header/Footer Properties tab enables you to define header and footer content, while the Page Properties tab provides options for configuring page numbers and their formatting. 

PDF Configuration Window  

General Tab 

The General Tab has two sections as shown in the image below. 

1. Background Image 

2. PlaceHolder 

1) Background Image:  

Background Image has following properties, 

  • Enable Background Image: A checkbox to activate or deactivate the background image on the PDF.  
  • Path: Specifies the location of the background image file. Example: ClientFiles/Documents/BackgroundImage/Image.jpg  
  • Width: Defines the width of the background image.  
  • Height: Defines the height of the background image.  
  • X-Position: Specifies the horizontal position of the background image on the page.   
  • Y-Position: Specifies the vertical position of the background image on the page.  

2) Place Holder:  

Place holder has following properties, 

  • Enable Placeholder: A checkbox to activate or deactivate placeholder text on the PDF.  
  • Text: Specifies the placeholder text to display.   
  • Font Family: Sets the font family for the placeholder text.   
  • Font Size: Defines the size of the placeholder text.   
  • Opacity (in %): Sets the transparency level of the placeholder text. Example- `Opacity: 50%` (text will be semi-transparent).  
  • Font Color: Specifies the color of the placeholder text.  
  • Text Alignment: Aligns the placeholder text within its area. 

  

Header-Footer Properties 

Header-Footer Tab has two sections as shown in the image below. 

1. Header 

2. Footer 

1) Header: 

Header section has following properties, 

  • Enable Header: A checkbox to activate or deactivate the header on each page of the PDF.   
  • Type: Specifies the source of the header content. Options: File and HTML Content 
  • File: Uses an external file for header content.  
  • Path: Specifies the path to an external file if File is selected.
    e.g.-“ClientFiles/Documents/HTML/Header.html” 
  • HTML Content: Uses inline HTML for header content.  
  • Value: Field to input HTML content if HTML Content is selected. Example-`<h1>Report Header</h1>`.  
  • Height: Sets the height of the header area.   
  • Background Color: Sets the background color for the header area.  
  • Enable Bottom Line: A checkbox to add a line at the bottom of the header.   
  • Bottom Line Color: Sets the color of the line at the bottom of the header.  

2) Footer: 

Footer has following properties 

  • Enable Footer: A checkbox to activate or deactivate the footer on each page of the PDF.   
  • Type: Specifies the source of the footer content. Options: File and HTML Content 
  • File: Uses an external file for footer content.  
  • Path: Specifies the path to an external HTML file if File is selected.
    e.g.”ClientFiles/Documents/HTML/Footer.html” 
  • HTML Content: Uses inline HTML for footer content.  
  • Value: Field to input HTML content if HTML Content is selected.Example: `<footer><small>© Your Company</small></footer>`.  
  • Height: Sets the height of the footer area.  
  • Background Color: Sets the background color for the footer area.  
  • Enable Top Line: A toggle to add a line at the top of the footer.  
  • Top Line Color: Sets the color of the line at the top of the footer.  

Page Properties 

Page Properties have the following options as shown in the image below. 

Text Vertical Alignment: Aligns the page numbers vertically within their area (top, center, bottom).  

Enable Page No: A checkbox to enable or disable page numbers on the PDF.   

Font Family: Sets the font family for the page numbers.   

Font Size: Defines the size of the page numbers.   

Font Color: Specifies the color of the page numbers.  

Page Format: Defines the format for page numbers (e.g., “Page 1 of 10”).  

Text Alignment: Aligns the page numbers within their area (left, center, right).