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output
Can I revoke a permit, license, or other
Output
that's already been issued?
How to cancel the result of a process or
Output
that's already been completed… While it's unusual, at times you may need to cancel or revoke a permit, license, or other
Output
of a… Here's how: [Inline Video] First, open the process for which you'd like to revoke the
Output
(to learn
Written by
Catherine Geanuracos
. Updated over a week ago
Is it easy to see an
Output
that's issued mid-process?
How ClearForms displays
Outputs to
applicants when they're issued before the end of a process… workflows on ClearForms conclude with the issuance of a permit or license, it's quite common for an
Output
… When an
Output
is issued on a step previous to the final step, it's available in 3 places: Via
Written by
Catherine Geanuracos
. Updated over a week ago
How do I control what's included in the PDF/ print record of a process?
Configure
Output
settings for a workflow for PDF records and printing… Scroll to the end of the
Output
Settings to select which sections of the workflow should appear on each
Written by
Stephen Corwin
. Updated over a week ago
How can I tell which permits or licenses are expired?
Use the
Output
Status search options on your Dashboard to find expired, issued, or revoked Outputs… Once you have an
Output
that can be renewed it can be in one of several statuses: Issued… As a reminder, an
Output
is what ClearForms calls the summary document or PDF result of a process
Written by
Catherine Geanuracos
. Updated over a week ago
What settings are available for workflow
Outputs
?
Use
Output
settings to configure what a Summary Document is called and its valid period and issue step… ClearForms allows admin users to configure many aspects of the
Output
(the Summary Document) that is… Here's a video overview of Outputs settings: [Inline Video] Summary Document name: in the
Output
Written by
Catherine Geanuracos
. Updated over a week ago
How to create a custom PDF
Output
format for your workflow
Use our advanced document settings to create and manage one custom
Output
format per workflow… This is really helpful because it usually requires at least 2 rounds of adding and testing your
Output
Written by
Catherine Geanuracos
. Updated over a week ago
How can I make sure that text doesn't get cut off on a custom PDF
Output
?
Use the character limit settings on text fields to make sure everything fits correctly in a custom PDF
Output
… When you upload a fillable PDF to a Workflow to use as a custom
Output
, you will have already created
Written by
Catherine Geanuracos
. Updated over a week ago
Can I add the name of a staff reviewer to a Custom PDF
Output
?
Use the Recent Approval Name option to add the staff member who completed a Review step to a PDF
Output
… One of the data types that you are able to export to a Custom PDF
Output
is Recent Approval Name… Here's a short video that shows how to add the name of the most recent Reviewer to your Custom PDF
Output
Written by
Catherine Geanuracos
. Updated over a week ago
Creating a fillable PDF document to use as the basis for a custom
Output
Our customizable document
Output
feature allows you to map selected fields from your workflow to any… You'll create one fillable field for each location on your
Output
(export)… LABEL your fillable fields with an easy to understand name to make mapping ClearForms fields to the
Output
Written by
Stephen Corwin
. Updated over a week ago
My PDF Outputs are missing information. How can I make sure that the correct version of my custom PDF
Output
is being used for different processes over time?
The Custom PDF
Output
feature is powerful… It allows admin users to build and upload a completely customized fillable PDF
Output
for each workflow… But over time when you make changes to your workflow and/or your Custom
Output
, things can get out of
Written by
Catherine Geanuracos
. Updated over a week ago
