Dynamically Add External PDF File within Printed PDF File

  1. Create Custom Field
    • Label:Enter Label
    • Type:Select Free-form Text
    • ID: Enter _link_pdf
    • Click Applies To
      • Enter Checkmark for relevant Transaction/Record
    • Click Save
  2. Add the PDF File to the File Cabinet
  3. Get the External Link on the File record
  4. Insert the link on the Custom field
  1. Navigate to Customization > Forms > Advanced PDF/HTML Templates
  2. Click Edit beside the preferred Advanced PDF/HTML Template
  3. Insert a <pdfset> tag before the first <pdf> tag
  4. After the </pdf> tag add <pdf src = “${‌record.custbody_link_pdf}” /> </pdfset>

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