How-To:PDF Template

1. The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application.
   
2. Then you may proceed to the “Documents” section and choose “Templates”. Then click, “New Template”.
   
3. Since you are creating a PDF template, just click the “Upload” and choose the PDF file you want to upload.
   
4. After uploading the PDF, change the description and the category of the template you are creating.
   
5. Proceed to “Edit” to prepare what details we need from the third party.
   
6. 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.
   

   
7. After you finalize the fields that you want the third party to fill up, just click “Save”.
   
8. Then go back to the contactslaw app, and proceed to “Content”.