How to Import PDF Documents Intended for Emailing

WARNING! The procedure outlined here is related to email attachments, NOT to be confused with creating and importing custom iPad forms. Custom iPad forms will have to be submitted to our technicians for conversion. For more information, see How do I Submit Forms to be Made in YAPI?

If you have a custom document you would like to attach to outgoing emails sent via YAPI, adding it to your library of existing PDF's is dead simple:

  1. Ensure that the file you are going to import is saved in PDF format. Most popular document processing software (Microsoft Word, Google Docs, etc.) provide a method of exporting, converting, or saving files to PDF format.

    Screen_Shot_2018-08-21_at_12.25.33_PM.png

  2. Right-click on your PDF file, hover your mouse over Send to, and click on Compressed (zipped) folder.

    Screen_Shot_2018-08-21_at_12.40.48_PM.png

  3. From the YAPI Dashboard, click on Setup and Manage (the wrench icon), then Manage Documents and Templates from the drop-down menu.

  4. When prompted for a password, the default password is "password" (no quotes, all lowercase).

  5. Click on the tab labeled PDF, and then click on Import at the bottom.

    Screen_Shot_2018-08-21_at_12.31.30_PM.png

  6. In the window that appears, navigate to the compressed ZIP package you created earlier, select it, and click on Open.

  7. When you encounter the window pictured below, click Yes. Your PDF document will be added to your PDF list.

    Screen_Shot_2018-08-21_at_12.46.43_PM.png

You can open and view existing PDF documents in the catalog by selecting the document and clicking Open on the right-hand side.

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Your PDF document is now ready to be commissioned! For information on using these PDF documents within YAPI, read Sending and Utilizing PDF Documents Across YAPI.

If you encountered obstacles at any step during this process, please contact us; we would be glad to take a look.

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