Layout PDF Forms

A Layout PDF is one that you will create from scratch.  The Layout forms are utilized throughout SchoolFi and the underlying infrastructure is universal for all the different types of Layout PDF forms. 

EXAMPLE:  PDF Layout form to be used in Employment Contracts:  These forms are utilized by the contracts module and are interfaced with the Employee Portal for staff members to sign their individual employment contracts.  Genesis provides all Districts a list of standard Layout PDF forms for the various modules in SchoolFi.  The PDF forms can be found on the Setup >>>  PDF Forms tab as illustrated below:

On the main tab, you have the ability to preview any form, to modify the form, review the layout of the form, and under the tools button you can export, copy or delete the PDF form. 

For this example, let's review the options for creating a new PDF Layout form.  To create a new form, click on the “Add PDF Form Template” button.  A pop-up window will appear:

1. Enter the code for the form (user defined)
2. Enter the Title or the name of the Form
3. Choose the type of form
4. Set the display sequence of the form
5. Select the system or module in SchoolFi that the form will be utilized

After the form is added, you are brought to the Modify tab.  Please review the options in the box and adjust any settings accordingly.  If you want the PDF form to be created on letterhead or on top of a Microsoft Word document, you can upload the file in the ‘Document Files” section 

To start to build the Layout PDF form, you can click on the “Layout” tab in light green, in the last row of tabs.

Here are the options available when building the Layout PDF form:

The Layout PDF form has 2 basic components (the green section above)

1.  Paragraphs
2. Tables
3. Sections

Adding / Editing a Paragraph:  To add a paragraph, click on the  and add the information in the pop-up window. 

After the Paragraph is added, it will be listed on the Modify tab.  You can click on the Preview button to see what the form will look like (preview example is highlighted in red)

If you want to edit / modify the paragraph, you can click on the edit button and the following tab will appear.  

Adding / Editing a Table:  To add a table, click on the Add Table button and add the information in the pop-up window. 

After the table is added, it will be listed on the Modify tab.  Initially, you can setup the table parameters.  After the parameters are set, you can add individual rows in the table.  

For this example, we will create a table with 4 columns (all with equal widths) and the entire table will be set at 80% of the width of the page and the table will be centered in the form.  The settings would be as follows. There is a preview example below.

Editing a row within a table:  You can add as many rows as you want – BUT you should always setup the table parameters before you start to edit / create additional rows.  Each Row of the table, will have cells (the cells represent the columns), 

Adding / Editing a Section:  To add a paragraph, click on the  Add Section button and add the information in the pop-up window. 

Once the Section is added, and you edit the section, you can add paragraphs and/or tables within the section.