| 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.