By name: PDF Template Manager description: Standardized mapping of JSON fields to PDF coordinates for SignNow. version: 1.0.0
Skill: PDF Template Manager
Use this skill to maintain the mapping between IntakeQueue data and the Legal PDF Templates.
1. The Mapping Logic
When generating a PDF via GAS, we map IntakeQueue keys to "Tags" in the SignNow template.
Standard Naming Convention:
- Tag format:
{{FieldName}} - Case: CamelCase
- Prefix: None (keep it simple)
2. Indemnitor Agreement Map
| IntakeQueue Field | SignNow Tag | PDF Location | Notes |
|---|---|---|---|
indemnitorName |
{{IndemnitorName}} |
Page 1, Top | Full Name |
indemnitorAddress |
{{IndemnitorAddr}} |
Page 1, Block 2 | Full Address |
defendantName |
{{DefendantName}} |
Page 1, Header | Reference |
bondAmount |
{{TotalBond}} |
Page 2, Financials | Currency |
premiumAmount |
{{PremiumDue}} |
Page 2, Financials | Currency |
3. Promissory Note Map
| IntakeQueue Field | SignNow Tag | PDF Location | Notes |
|---|---|---|---|
indemnitorName |
{{BorrowerName}} |
P1, Line 1 | |
bondAmount |
{{PrincipalAmount}} |
P1, Top Right | |
paymentTerms |
{{InstallmentPlan}} |
P1, Body | Text description of plan |
4. Workflow for Updates
When the user asks to "Add a new field to the contract":
- Check: Does the field exist in
IntakeQueue? - Edit: Update
PDF_TEMPLATES.md(implied artifact) with the new tag. - Code: Update the GAS
createDocument()function to include the new key-value pair in the payload.