1. Click on "create", "PDF template" option
2. Select a PDF through the upload menu
3. Fill all the required details, click "add role" to include multiple roles
4. Click on "Continue" to proceed
5. Select the "role"
6. Add the necessary fields
7. Click and drag the field to place it in a desired position
8. Click on "Edit Field" to customize the fields
9. Click on "Save Template" after making all the changes
10. Fill all the required details
11. Click on "Send Email"
