AgentSkillsCN

PDF Template Manager

为SignNow的JSON字段与PDF坐标实现标准化映射。

SKILL.md
--- frontmatter
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 FieldSignNow TagPDF LocationNotes
indemnitorName{{IndemnitorName}}Page 1, TopFull Name
indemnitorAddress{{IndemnitorAddr}}Page 1, Block 2Full Address
defendantName{{DefendantName}}Page 1, HeaderReference
bondAmount{{TotalBond}}Page 2, FinancialsCurrency
premiumAmount{{PremiumDue}}Page 2, FinancialsCurrency

3. Promissory Note Map

IntakeQueue FieldSignNow TagPDF LocationNotes
indemnitorName{{BorrowerName}}P1, Line 1
bondAmount{{PrincipalAmount}}P1, Top Right
paymentTerms{{InstallmentPlan}}P1, BodyText description of plan

4. Workflow for Updates

When the user asks to "Add a new field to the contract":

  1. •Check: Does the field exist in IntakeQueue?
  2. •Edit: Update PDF_TEMPLATES.md (implied artifact) with the new tag.
  3. •Code: Update the GAS createDocument() function to include the new key-value pair in the payload.