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Generate PDF form step

If you need to generate a report from a step, or download data to share on a custom template, use this no-code step for best results. The template enables you to:
  • Embed images and signatures in the PDF (images are auto-compressed to 500KB)
  • Stay compliant thanks to a timestamp showing the generation date.
  • Have a clean output as all empty fields (optional and conditional) are filtered out and the PDF is generated with margins.
  1. In your workflow, click + Add step.
  2. Click Templates > Next Matter templates and search for PDF.
  3. Click the Step to PDF template to add it to the workflow.
  4. Update the placeholders in the template body with your workflow ID, instance ID, and step ID of the step you want to export. Tip: You’ll find the data reference to the instance ID when you click {} in the Body field.
  5. If you want the data exported to a custom template, provide the URL replacing the placeholder in Body.
  6. Save your changes.
The URL to the created PDF will be available in the template’s PDF summary step.

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Turn PDF into JPEG

If you need to change the file format of the uploaded PDF into a JPEG file, you can use a no-code template.
One step only supports converting one PDF file into a JPG. We generate one JPG file for each PDF page.
  1. In your workflow, click + Add step.
  2. Click Templates > Next Matter templates and search for PDF to image.
  3. Click the template to add it to the workflow.
  4. Update the placeholders in the template body with your workflow ID, instance ID, step ID, and the PDF file to convert. Tip: You’ll find the data reference to the instance ID and the file reference (if it has been uploaded in any of the previous workflow steps) when you click {} in the Body field. For the file reference use the plain format.
  5. Save your changes.
The URL of the generated JPG file will be available as data reference.

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Create DOCX file out of text

No need to change tools to create a downloadable document. You can provide the text inside the body of the step in your workflow, use the provided formatting options, and we’ll create the .docx file for you.
  1. In your workflow, click + Add step.
  2. Click Templates > Next Matter templates and search for Create document with custom text.
  3. Click the template to add it to the workflow.
  4. Provide the text using the available formatting options such as italics or bold. The provided Document title will be used as the H1 of the document.
  5. (Optional) Provide the URL of a template you normally use for documents.
  6. Save your changes.
The URL of the generated DOCX file will be available as data reference.