How-To:PDF Template: Difference between revisions
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# The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application. [[File:Step 1 - Create Template.png|none|thumb|500x500px]] | |||
# Then you may proceed to the “'''Documents'''” section and choose “'''Templates'''”. Then click, “'''New Template'''”.[[File:Step 2.1- Create Template.png|none|thumb|500x500px]] | |||
# Since you are creating a PDF template, just click the “Upload” and choose the PDF file you want to upload. [[File:Step 2.2- Create Template.png|none|thumb|500x500px]] | |||
# After uploading the PDF, change the description and the category of the template you are creating. [[File:Step 3 - PDF Template.png|none|thumb|500x500px]] | |||
# Proceed to “'''Edit'''” to prepare what details we need from the third party. [[File:Step 5 - PDF Template.png|none|thumb|500x500px]] | |||
# Then you will be redirected to the Adobe Acrobat which you can customize and edit the fields that you want to be filled up by the third party. [[File:Step 6.1 - PDF Template.png|none|thumb|500x500px|[[File:Step 6.2 - PDF Template.png|none|thumb|500x500px]]]] | |||
# After you finalize the fields that you want the third party to fill up, just click “'''Save'''”. [[File:Step 7 - PDF Template.png|none|thumb|500x500px]] | |||
# Then go back to the contactslaw app, and proceed to “'''Content'''”. [[File:Step 8 - PDF Template.png|none|thumb|500x500px]] | |||
Revision as of 09:56, 15 August 2024
- The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application.
- Then you may proceed to the “Documents” section and choose “Templates”. Then click, “New Template”.
- Since you are creating a PDF template, just click the “Upload” and choose the PDF file you want to upload.
- After uploading the PDF, change the description and the category of the template you are creating.
- Proceed to “Edit” to prepare what details we need from the third party.
- Then you will be redirected to the Adobe Acrobat which you can customize and edit the fields that you want to be filled up by the third party.
- After you finalize the fields that you want the third party to fill up, just click “Save”.
- Then go back to the contactslaw app, and proceed to “Content”.
