PDF Templates

Create HTML-based templates for generating PDF documents from grievances and disciplinary cases.

Overview

PDF templates use HTML with variable placeholders that are automatically replaced with real data when a PDF is generated. This lets you create professional, consistent documents for grievance forms, disciplinary reports, and other records.

Managing Templates

Creating a Template

Go to Settings → PDF Templates
Click Add Template
Fill in:
- Name — e.g., “Grievance Form”
- Description — Brief description of the template’s purpose
- Type — General, Grievance, or Disciplinary
- Content — HTML template with variable placeholders
Toggle Active on or off
Click Create

Template Types

Type	Used For
General	Available for both grievances and disciplinary cases
Grievance	Only shown when generating PDFs from grievances
Disciplinary	Only shown when generating PDFs from disciplinary cases

Editing a Template

Find the template card on the PDF Templates page
Click Edit
Make your changes
Click Update

Template Variables

Use double curly braces to insert dynamic data. Variables are replaced with actual values when the PDF is generated.

Grievance Variables

Variable	Description
`{{grievance.number}}`	Grievance case number
`{{grievance.description}}`	Grievance description
`{{grievance.relief_requested}}`	Relief requested text
`{{grievance.filing_date}}`	Date the grievance was filed
`{{grievance.job_title}}`	Member’s job title on the grievance
`{{member.name}}`	Full name of the member
`{{department.name}}`	Department name
`{{department.commissioner}}`	Department commissioner/supervisor
`{{organization.name}}`	Your organization’s name

Disciplinary Variables

Variable	Description
`{{case.number}}`	Disciplinary case number
`{{case.status}}`	Current case status
`{{case.type}}`	Case type (Attendance, Conduct, etc.)
`{{case.filingDate}}`	Date the case was filed
`{{case.description}}`	Case description
`{{member.firstName}}`	Member’s first name
`{{member.lastName}}`	Member’s last name
`{{representative.name}}`	Representative’s name

Loop Variables

Use {{#each}} blocks for repeating data:


{{#each steps}}
  <tr>
    <td>Step {{this.stepNumber}}: {{this.name}}</td>
    <td>{{this.status}}</td>
  </tr>
{{/each}}

Generating a PDF

From a Grievance

Open a grievance detail page
Click Generate PDF in the sidebar
Select a template from the dropdown
Click Generate & Download

From a Disciplinary Case

Open a disciplinary case detail page
Click Generate PDF in the sidebar
Select a template from the dropdown
Click Generate & Download

The PDF is generated in your browser and downloaded automatically.

Default Template

If no templates exist when you first visit the PDF Templates page, a default grievance form template is created automatically. You can edit or replace it as needed.

Tips

The template content is standard HTML with inline CSS. Use tables for layout and inline styles for formatting — external stylesheets are not supported.

PDFs are generated at A4 size (210mm × 297mm). Design your templates with this page size in mind.