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  1. Ensure you are on the latest version of GlobalForms 10, but at a minimum version is required for PDF Snapshots.

  2. Ensure the form has a PDF Snapshot Action.  On the Actions tab of the form designer, a PDF Snapshot action must be listed.

  3. The PDF Snapshot Action must be configured with valid GlobalForms user account credentials.  It's common to us the Admin account here, but any account with read permissions to the form(s) can be used.  On complex forms, or forms with nested forms and resources, ALL form submissions that are part of the flow need to be accessible to the account specified here.

  4. If the GlobalForms website is secured with SSL, a valid and trusted certificate is required.  If a certificate expires, it may impact the ability for the server to generate snapshots.  If you are using SSL and browsing to the GlobalForms website shows "Not Secure" in the browser, it can be expected to cause problems.

  5. Ensure a mapping exists for the form.  Snapshots still require "mapping" to translate form fields into data points in GlobalCapture.  If would be impossible to save a workflow if this step wasn't completed prior, but if the mapping were removed after the fact, issues may arise.

  6. The app config for the GlobalCapture Engine, and the web config for the Square9CaptureAPI website must have an appSettings entry.  The path specified here should represent a location accessible to both services that reflects the PDFSnapshots folder of your GlobalForms installation directory.

    Code Block
     <add key="SnapshotPath" value="C:\GlobalForms\PDFsnapshots" />


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