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How to set variables inside the PDF Template?
How to set variables inside the PDF Template?
Jenefa Regina Mary J avatar
Written by Jenefa Regina Mary J
Updated over a week ago

1. Click on "PDF Template"

Step 1 screenshot

2. Select a file from the "upload" menu

Step 2 screenshot

3. Click on "Confirm"

Step 3 screenshot

4. Click on "Variables"

Step 4 screenshot

5. Click on "Add custom variable"

Step 5 screenshot

6. Type the variable name

Step 6 screenshot

7. Click on "Add variable"

Step 7 screenshot

8. Click on "Default value"

Step 8 screenshot

9. Place the field at the right place

Step 9 screenshot

10. Place the fields wherever it is necessary and click "save"

Step 10 screenshot

11. Set the "default value" for your variable

Step 11 screenshot

12. Click on "Send Email"

Step 12 screenshot

13. The default value is automatically filled in the PDF sent for signing

Step 13 screenshot

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