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Prelim
GuidesAPI ReferenceDiscussions
Prelim
Guides
GuidesAPI ReferenceDiscussions

Documentation

  • What is Prelim?
  • Updates
  • Legal Disclosures

Guides

  • Generating Reports
  • Quickstart
  • Working with the customer experience
    • Changing the website URL to your custom URL
    • Setting up SSO for your customers
  • Working with applications
    • Bulk creating applications
    • Viewing application information
  • Working with pdfs
    • Mapping pdfs in Prelim
  • Working with a team
    • How to add or remove users and grant permissions
    • How to add/remove and assign permissions for enterprise users
    • SSO with Okta for enterprise users
    • SAML SSO with Azure Active Directory (AD)
  • Working with external APIs
  • Working with apps
  • Working with themes
    • How to create/update a theme
  • Working with Salesforce apps
  • Working with search
  • Working with Deployment Connections
  • Working with Promotions
  • Working with Verifications
  • Working with Email Templates

Core Concepts

  • Environments
  • Templating
  • Forms
  • Inputs
    • Address
    • Button
    • Checkbox
    • Date
    • Draw Signature
    • Dropdown
    • Email
    • Existing Input
    • File Upload
    • Image
    • Label
    • Math
    • Modal
    • Number
    • PDF Preview
    • Paragraph
    • Phone
    • Radio Buttons
    • Social Security Number (SSN)
    • Text
    • Toggle
    • Yes/No
  • Rules
    • Triggers
    • Conditions
    • Actions
  • Apps (Third Party Integrations)
    • Middesk
  • PDFs
  • Modules
  • Form Specific Links

PDF Preview

Show a preview of the PDF with fields mapped

ConfigurationValue
RequiredToggle on/off if required
PDFSelect the PDF to display in the preview
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Updated over 1 year ago