In this article, you will learn how to use PDF templates when sending a positive response to an excavator in UtiliSphere, including how these templates support ticket data, forms, and sketches.

• Users must have appropriate administrative permissions to configure Excavator Positive Response settings
• PDF templates are supported in web-based UtiliSphere; behavior may vary depending on browser PDF rendering
• PDF templates must be properly formatted with fillable fields to ensure ticket data populates correctly
• Sketch images and additional forms will only populate if they are available and configured on the ticket
• The final output is dependent on the design and structure of the uploaded PDF template

• Standardized Communication: Ensure consistent, professional formatting when sending responses to excavators

• Consolidated Response Delivery: Combine ticket data, multiple forms, and sketches into a single PDF document

• Improved Clarity for Excavators: Provide clear, structured responses that include visuals (sketches) and supporting documentation

Q: Can I use a PDF instead of an HTML template?
A: Yes. Users can upload and use a PDF as a message template for positive responses to excavators.

Q: Will ticket data automatically populate in the PDF?
A: Yes. Configured fields in the PDF template are automatically populated when the response is generated.

Q: Can multiple forms be included in the response?
A: Yes. The system supports one-to-many relationships, allowing multiple additional forms to be included in a single PDF.

Q: Can sketches and sketch legends be included?
A: Yes. Sketches and their legends are automatically embedded into the PDF when available.

Q: Why is my PDF not displaying correctly?
A: This may be due to improperly configured fields, unsupported formatting, or missing data on the ticket. Review the template design and ensure all required fields are correctly mapped.