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
    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

NameThis is a mandatory field, the name of the template, eg. Invoice
LandscapeTurns the page to landscape when checked
Show page numbersInserts a page number on every page
Use headerShows a header on every page (can be defined in the editor)
Use footerShows 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

template_example 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.