Skip to main content
All CollectionsDashboard
How to import fields from other PDF templates?
How to import fields from other PDF templates?
Rida Ahsan avatar
Written by Rida Ahsan
Updated over a week ago

1. Click on "PDF Template"

Step 1 screenshot

2. Upload the document and fill in all the required details.

Step 2 screenshot

3. Click on "Confirm"

Step 3 screenshot

4. The document(PDF) has been uploaded, add all the required fields to this particular document.

Step 4 screenshot

5. Add all the required Fields.

Step 6 screenshot

6. Click on "Save"

Step 7 screenshot

7. Add all Recipients' names and email addresses.

Step 8 screenshot

8. Click on "Send"

Step 9 screenshot

9. Click on "Create New PDF Template"

Step 10 screenshot

10. Upload the new document and fill in all the required details.

Step 11 screenshot

11. Click on "Confirm"

Step 12 screenshot

12. The PDF has been successfully uploaded, along with various fields available for addition to the document.

Step 13 screenshot

13. Tap on the three dots located at the top right corner.

Step 14 screenshot

14. Click on "IMPORT FIELDS"

Step 15 screenshot

15. A dialog box appears, allowing you to search for the document from which you want to import the fields.

Step 16 screenshot

16. Click on Required Document. Example-(Employment Agreement.pdf)

Step 17 screenshot

17. Click on "Next"

Step 18 screenshot

18. Ensure synchronization by updating roles from the old document with newly added roles in the current one, ensuring imported fields align correctly.

Step 19 screenshot

19. Replace the roles accordingly.

Step 20 screenshot

20. Click on "Import Field(s)"

Step 21 screenshot

21. The fields have been imported into the document based on the assigned roles.

Step 1 screenshot

22. Imported fields.

Step 2 screenshot

23. Add relevant fields to this document along with the imported fields, and remove any fields from the imported ones that do not align with the required document.

Step 3 screenshot

24. Click on "Save"

Step 4 screenshot

25. Add all Recipients' names and email addresses.

Step 5 screenshot

26. Click on "Send"

Step 6 screenshot

27. Click on "Send Via Email"

Step 7 screenshot

Did this answer your question?