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PDF templates

Create a reusable PDF template

Use this flow when your PDF layout must stay fixed and every field needs to appear in an exact position.

Build the template

  1. Go to Templates.
  2. Create a new template.
  3. Upload a PDF file.
  4. Add fields on the PDF preview.
  5. Drag fields into position.
  6. Resize fields using the handle.
  7. Set the field name, prompt, type, required status, and who should fill it.
  8. Save the template.

When to use PDF templates

PDF templates are best for fixed forms, government-style layouts, and documents where fields must not move when values change.

Screenshot placeholder: PDF field drawing and resizing.
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