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Creating the Document
First, navigate to the 'Documents' page found under the administration tab.
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On this page, select a name and code and add a description for your document. Be sure to set the 'Type' to 'Dynamic Document'. Click 'Finish' to proceed to the next step.
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Uploading a File
When you click 'Finish', you will be brought to this page. You can navigate to the other tabs to fine tune various settings not set during creation and view the logs and learning modules associated with this document. Right now, there is no actual document associated. Click 'Add New Language or Version'.
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This modal will pop out. Click the '...' button and select a .pdf file to upload.
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Mapping the Fields
You now have an actual document associated with your document, but, as it stands, this document doesn't actually do anything dynamic. Click 'Map Fields' and a pop-out modal will appear.
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You will then see this modal pop-out. Simply click on an item to map it.
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Reviewing and Finalizing
When you're finished mapping the fields and setting preview data, you can click 'Update and Preview' to view your new document. A sample preview screenshot is below.
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