Generating PDF Template
Chirag Gupta avatar
Written by Chirag Gupta
Updated over a week ago

1. Click on "create", "PDF template" option

Step 1 screenshot

2. Select a PDF through the upload menu

Step 2 screenshot

3. Fill all the required details, click "add role" to include multiple roles

Step 5 screenshot

4. Click on "Continue" to proceed

Step 6 screenshot

5. Select the "role"

Step 8 screenshot

6. Add the necessary fields

Step 9 screenshot

7. Click and drag the field to place it in a desired position

Step 10 screenshot

8. Click on "Edit Field" to customize the fields

Step 11 screenshot

9. Click on "Save Template" after making all the changes

Step 12 screenshot

10. Fill all the required details

Step 13 screenshot

11. Click on "Send Email"

Step 14 screenshot
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