If you need to reuse a custom PDF template in one or more forms, you can do so by following these steps:
1. Accessing the Custom PDF Configuration:
Go to Forms > Configure > Configure PDF > Custom PDF.
Click the Open PDF Editor button.
2. Editing and Selecting an Existing Template:
Once inside the editor, you'll see the PDF structure.
On the left side, you’ll find a set of components available for structuring the document.
On the right side, you can view the properties and format of the selected component.
To import an existing template, go to File > Open. Here you will find all the available templates.
Select the template you want to use.
3. Exporting and Downloading the Template:
After selecting the template, go to File > Export.
Download the template in
.jsonformat.
4. Importing the Template into Another Form:
Refresh the page to ensure the editor is ready to import a new template.
Go to File > Import.
It’s important to check the "Override an existing template (optional)" box if you want to replace the current form's template with the new one.
Select the template that will be replaced, meaning the one currently used by the form. You can see its name at the top.
Select the downloaded
.jsonfile and click Import.Ensure you are importing the template to the correct form by verifying the form details in the editor.
If errors occur while importing, retry the process and confirm all steps - notably ensuring the "Override an existing template (optional)" checkbox is appropriately selected.
5. Saving Changes:
Wait for the confirmation that the template has been successfully loaded.
Finally, select File > Save to save the changes.
The Custom PDF feature is available on Standard, Premium, and Enterprise plans.
Troubleshooting for Exporting PDF with Custom Templates
If issues persist, try the following troubleshooting steps:
Double-Check Import Steps: Review the template import process and confirm all steps were completed correctly.
Regenerate the PDF: If older versions of the template are being served, regenerate the PDF from sections that directly apply the updates.
Update the Workflow: Make adjustments to the typical export workflow to focus on areas where changes are guaranteed to be reflected.
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