PDF Maker for vtiger CRM - Installation

Install the .zip package of the PDF Maker module via Settings -> Module Manager. Click on the Import New button

Select the module zip (package) file that was previously exported or created. Click on the Import button

Verify the import details parsed from zipfile. Click Yes to proceed or No to cancel.

Click on Finish to complete the module import.

 

It is highly recommended to finish the installation without any interruption.

PDF Maker Validation Step. Please insert a license key and make sure that your server has internet access.

 

PDF Maker Download. Click on Download button to download and install mpdf script.

Next steps are necessary only for vtiger CRM 5.1.0 and 5.2.0 version.
PDF Maker for vtiger CRM 5.2.1 and 5.3.0 is full Module manage compatible. You don't need overwrite any core files.

PDF Maker Installation type selection. Please choose an Express installation for standard vtiger installation whithout any changes in vtiger CRM source. In order to copy source files correctly it's nessary to set file permission to 777 of following files:
/index.php
/Smarty_setup.php
/Smarty/templates/DetailView.tpl
/Smarty/templates/Inventory/InventoryActions.tpl
/modules/Emails/EditView.php
/Smarty/templates/ComposeEmail.tpl
/modules/Emails/Save.php

PDF Maker Installation type selection. Please choose a Custom installation for manual installation. Click on Next button and follow the instructions on next page.

PDF Maker was successfully installed.

Install Workflow management

First download the necessary file from our download page. To install the workflow function, you will need uzip the workflow .zip file. For standard vtiger installation whithout any changes in vtiger CRM source (except PDF Maker) just overwrite all files. If you have made some changes in your vtiger CRM source code, please follow the instructions in the readme.txt file.

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