Output behavior and naming

Generated outputs are saved to the case Outputs section, named according to the template filename pattern, and downloadable individually.

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Generated outputs are saved to the case Outputs section, named according to the template filename pattern, and downloadable individually.

What you need

  • A case with at least one generated output

What happens after autofill runs

When autofill produces a PDF:

  1. The PDF is saved to the case's Outputs section.
  2. The filename follows the template's output naming pattern.
  3. The activity timeline records the run.

The output is a real file on the case — it's part of the permanent record, not a temporary download.

Where outputs live

Open any case and find the Outputs section. Every generated PDF is listed with:

  • The output filename
  • The template that produced it
  • The user who ran autofill
  • The timestamp

Click any output to preview or download. Use the case's Edit mode to remove an output, or re-run autofill to generate a fresh copy alongside the existing one.

A case with outputs
CaseINV-2026-0412
Outputs3
LatestAcme-Supply-Co-cover.pdf
Generated2026-04-07 10:14

How fields land in the output

The renderer takes one of two branches per field:

  • AcroForm fill — write into a PDF form field, either by reusing one that already exists in the source PDF (fill_existing_pdf_field) or by creating a new AcroForm field at the placement coordinates (create_pdf_field). Both enum values belong to this branch.
  • Coordinate stamp — fall-through when no AcroForm match is possible: the value is stamped as plain text at the placement coordinates.

These are the only two render branches. Render mode is binary.

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