PDF generation and accessibility

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Export an individual record or list of records into a PDF format that supports accessibility. When this feature is enabled, accessibility tags will be available in the PDF tag tree to help users who rely on screen readers to navigate, understand, and interact with the generated PDF documents.

    Note:
    PDF generation with accessibility is unavailable for regulated markets and on-premise customers.

    Accessible PDF

    To enable accessibility for PDF generation, add the accessibility property com.snc.pdf.generation.accessibility and set the value to true. Only users with admin roles can set the property. For more information, see Add a system property

    For PDF generation API, see PDFGenerationAPI - Scoped, Global

    Export to PDF for list of records

    Export a list of records in a variety of formats. The Export option is available in the column heading context menu in List v2. In List v3, it’s available in the list title menu.

    PDF export orientation includes:
    • Portrait
    • Landscape
    • Detailed Portrait (exports the list and the associated form for each record).
    • Detailed Landscape (exports the list and the associated form for each record).

    When the accessibility property is enabled, users will get a pop-up when they export to PDF where they can specify whether to create an accessible PDF or not.

    Figure 1. Export to PDF
    Check box to enable accessible PDF

    To enable accessibility, select the Accessible PDF check box.

    Note:
    Adding accessibility tags to a PDF increases the file size.

    To export a PDF list, see Export data from a list.

    Export to PDF for a single record

    To export an individual record from a form, select and hold (or right-click) a form header bar and select the export type.

    PDF export orientations include:
    • Portrait
    • Landscape

    When the accessibility property is enabled, users will get a pop-up when they export to PDF where they can specify whether to create an accessible PDF or not.

    To enable accessibility, select the Accessible PDF check box.

    Note:
    Adding accessibility tags to a PDF increases the file size.

    To generate a single PDF record, see Export data from a record.