Document Generation
Creating fillable PDF templates, configuring scripts, and managing document delivery.
Every client-deliverable document in ConcordLink is a fillable PDF assembled from one or more page templates. ConcordLink fills the PDF fields at render time using a script you configure on the document template. Documents can be rendered for both physical (print/mail via Nordis) and digital (portal, email, SMS) delivery.
Overview
The general workflow for creating a document is:
- Design your fillable PDF page(s) in Adobe Acrobat.
- Upload the page(s) as Page Templates in ConcordLink.
- Create a Document Template in ConcordLink that assembles the pages.
- Write a script to map obligation or payment data into the PDF fields.
- Test by rendering a document via the ConcordLink API.
Document checklist
| Requirement | Details |
|---|---|
| Page templates | All page templates must be single-page PDFs. |
| Physical document page count | Total page count for physical documents must be even. |
| Address block | Page 1 (physical) must have the address block. |
| Mailing address field | Must be disabled on physical pages. |
| Currency values | Must use a formatter. |
Notes and known limitations
| Limitation | Workaround |
|---|---|
| Rich text/inline formatting | ConcordLink does not support bold, italic, or underline within a single field value. Use separate label and value fields side by side if needed. |
| Paragraph-level formatting | A dedicated field with its font color set in Acrobat is required for colored headings. You cannot change color mid-field from the script. |
| Settings that cannot be changed after creation | Document template key and context (obligation vs. payment). If you set these incorrectly, delete the template and start over. |
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