Creating a template

A template defines what a generated document looks like and where data goes on it. Create one from the Templates panel inside any workspace.

What you need

• A workspace to save the template into
• A sample PDF (optional, but recommended)

Step by step

1. Open Templates from the active workspace's nav.
2. Click + New template and give it a name.
3. Add a source: click + Add in the document bar above the preview canvas and either pick an existing workspace source, upload a new PDF, add a blank page, or add a Form tab for form questions.
4. In the Fields panel, add the fields your template needs.
5. Click a field, then click on the PDF canvas to place it.
6. Click Save.

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Tips

Related

• Understanding templates and fields
• Adding fields to a template
• Placement on the canvas