Templates
To generate a PDF document it is necessary to make a template. It is possible to use variables in the template.
Creating a template
- On the Home screen choose your Form for which you want to make a template
- Click on the Templates icon
- Choose Add template
- On the next screen you can customize your template
At the top of the page are the formatting icons On the grey ribbon you have options that can be activated/deactivated
Field | Description |
---|---|
Name | This is a mandatory field, the name of the template, eg. Invoice |
Landscape | Turns the page to landscape when checked |
Show page numbers | Inserts a page number on every page |
Use header | Shows a header on every page (can be defined in the editor) |
Use footer | Shows a footer on every page (can be defined in the editor) |
By using the formatting icons at the top you can configure the layout of your template.
You can use merge fields from your form by using the two icons to add fields
With the blue puzzle icon you can add fields from your form
With the green puzzle icon you can create ???
TODO: green puzzle icon explained
Once you template is done you can Save it
To use a template???
Adding calculations to a template
It is possible to do calculations in a template as follows
TODO: We need to describe how this works in the manual under document templates.