What are the Placeholders that can be set in the PDF Rendering Templates

The PDF Rendering Templates* (where one can define headers/watermarks to add to the converted files based on document type and/or status) support a variety of placeholders that are automatically replaced by the system when the file is generated.

Here is the complete list of placeholders (note that brackets ( [  ] ) are required for the system to differentiate custom user text from placeholders that it needs to replace) :

**[TODAY]:   The current date where the file is opened.

**[EFFECTIVE_DATE]:  The effective date of the document.

**[NEXT_REVIEW_DATE]:  The next review date of the document.

**[FINAL_APPROVAL_DATE]:  The date of the last approval step.

[LOCATION]: The complete location (path) of the document in SOLABS QM.

[FULLNAME]: The full name of the user accessing the file.

[USERNAME]: The username of the user accessing the file.

[ALIAS]: The alias of the user accessing the file.

Example usage in the PDF Header text field:

Approved on [FINAL_APPROVAL_DATE]

Which would be outputted in the converted file as:

"Approved on 09-Nov-2020"  

** For tokens representing dates, it is also possible to add an offset (in days) that will be automatically applied by the system when the token is replaced. 

For example, setting [TODAY][+5] will display a date that is 5 days after the current date (i.e.: "Today's date + 5 days").

*Refer to this article to learn more about how to set PDF Rendering Templates for a specific document type.