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How to Upload Your Existing PDF Document as a Template

You can easily bring your existing PDFs into the system and use them as templates. Uploading a PDF is quick and straightforward, giving you a ready-to-use template that you can further adjust and customize as needed.


Uploading Your PDF


  1. Go to the Templates page in the Customer Portal.
  2. Click the arrow next to New Template.
  3. Select Import from PDF and choose your file.


Your PDF will immediately appear as the background of a new template, with editable areas automatically detected and mapped into dynamic fields. You can then enhance it by adding text, images, barcodes, or other elements to create fully customized template.


Word documents aren’t supported directly, but you can convert them to PDF and upload them the same way.


What Happens After Upload


  • Automatic Field Detection: All editable areas—text boxes, checkboxes, dropdowns—are added to your template in the correct positions.
  • Ready-to-Use Templates and Forms: Once uploaded, your PDF is immediately ready for dynamic use.
  • Additional Customization: Static content (plain text or images outside interactive areas) cannot be edited directly, but you can overlay extra elements—text, images, barcodes—to enhance your template.
  • Fully Valid PDFs: When generating a document from your template, the result is a fully valid PDF where all content remains selectable, searchable, and properly encoded.


Imported Editable PDF with Mapped Fields




Updated on: 02/10/2025

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