Managing PDF Templates

After creating at least one PDF template for a form, you can manage that template and others from the PDF Population Templates window. Here you can view the profiles that already exist for this form, and manage them using the menu items.

In Form Designer, from the PostProcessing menu, choose PDF Generation.

Create a New PDF Template

To create another PDF template, click Create New Template from the menu and follow the steps for: PDF Form, Dynamic PDFs, Static PDFs, or Merged PDFs.

Delete a PDF Template

To delete a template, select the template icon and click Delete Selected from the menu. Click Yes to confirm your choice or No to cancel the deletion.

Edit a PDF Template

Select the PDF template that you want to change and then click Edit Selected from the menu. Or, you can double-click the template you want to edit. The wizard for that template appears. Click through the screens making any necessary changes.