Forum Post: RE: Generating and Printing Invoice/Document from Portal Page

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Orchid Corpin

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Hi ithrees, You can have this via Document Template field, this will enable you to display and print per record basis and also have the option to convert to PDF. To do this: 1. Create first a Template New Document Template (in the creation page you can check the "Render as PDF") 2. Upload you HTML file then save 3. Create a new Field with the type Document Template (you will assign here your newly created Template) so this can be displayed per record 4. Make sure to set the Default Template and check the checkbox below it 5. You can show the field as one of the list view column or in the view page as normal field, this is clickable and can open the PDF / HTML that is ready for printing Hope this may help. Regards, Orchid

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