PDF Storage

Optionally store completed task PDFs (signed documents) directly in Salesforce.

Configure PDF storage in the Onboarded™ Setup interface:

1. Navigate to Onboarded™ Setup tab
2. Go to PDF Configuration section
3. Enable Store PDFs in Salesforce
4. Choose your storage location preference
5. Save configuration

PDFs are stored as ContentDocument records in Salesforce Files.

Pros:

• Centralized document management
• Can be organized in folders
• Sharing and permissions via Salesforce

Setup: Create a folder in Files and specify it in the configuration.

PDFs are attached directly to the related Employee record.

Pros:

• Documents automatically associated with employees
• Easy to find documents on employee record
• No folder management required

Beyond programmatic file retrieval through the API, completed task PDFs can also be viewed on demand from the Employee Onboarded and Workflow Onboarded components: when PDF Storage is enabled, completed task rows display a View Document button that opens the stored PDF in a new browser tab. See the Components page's Task Row Actions section for details.

When PDF storage is disabled, completed task documents remain stored in Onboarded™ and are not automatically synced to Salesforce. For organizations that prefer this approach (to conserve Salesforce storage or for compliance reasons), the Task File Download component provides on-demand access to these documents.

• The component appears on completed Task records when PDF storage is disabled
• Users can view a list of available files for the task
• Clicking "Download" generates a temporary signed URL (valid for 5 minutes)
• Files are downloaded directly from Onboarded™ without being stored in Salesforce

1. Navigate to Setup → Object Manager → [Your Task Object]
2. Click Lightning Record Pages
3. Edit or create a Lightning Record Page
4. Drag the Task File Download component onto the page layout
5. Save and activate the page

Visibility Conditions: The component automatically hides itself when:

• PDF storage is enabled (files already sync to Salesforce)
• The task is not yet completed (no files to download)
• The record is not the configured Task object

Requirement: The completed_at field must be mapped in your Task object field mappings for the component to detect completed tasks.