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How to create & edit a PDF template?

To create a PDF template please follow the steps mentioned below:

  1. In your navigation menu go to Configure and click on Templates.
  2. Click on the + icon to add a new template and select PDF.
  3. Fill details with Name, Description and select an Activity.
  4. Create a customized PDF template with FORM DATA and META.
  5. Click on next, confirm and finally click on FINISH.

 

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