Introduction
Setting variables inside a PDF template in BoloSign allows you to customize and automate the filling of documents. This guide will walk you through the steps to set variables within your PDF templates, making your document management process more efficient and tailored to your needs.
1. Click on "PDF Template"
2. Select a file from the "upload" menu
3. Click on "Confirm"
4. Click on "Variables"
5. Click on "Add custom variable"
6. Type the variable name
7. Click on "Add variable"
8. Click on "Default value"
9. Place the field at the right place
10. Place the fields wherever it is necessary and click "save"
11. Set the "default value" for your variable
12. Click on "Send Email"
13. The default value is automatically filled in the PDF sent for signing
FAQs
What are the variables in a PDF template?
Variables in a PDF template are placeholders that can be filled with specific data when the document is sent for signing. They help automate and personalize the document-filling process.How do I add a custom variable in BoloSign?
Navigate to the "Variables" menu, click on "Add custom variable," type the variable name, and click on "Add variable."Can I set default values for variables?
Yes, you can set default values for variables to ensure they are automatically filled in the PDF when sent for signing.Why should I use variables in my PDF templates?
Using variables helps automate the document-filling process, reduces errors, and ensures consistency across all documents.Can I edit variables after setting them?
Yes, you can edit variables and their default values even after setting them initially.How are default values applied in the PDF?
Default values are automatically populated in the PDF fields when the document is sent for signing, ensuring the recipient sees a pre-filled form.
Conclusion
Setting variables in your PDF templates using BoloSign enhances the efficiency and accuracy of your document management processes. By following these steps, you can easily add and manage variables, ensuring that your documents are customized and automated to meet your specific needs. This functionality streamlines your workflow, saving time and reducing the potential for errors.