Can I save Document Builder as a Template?

Morgan Hawkins

Hi,

I am wanting to generate the same PDF from a sheet that is being populated from a form that I created. But there seems to be no way to save the PDF template in the document builder with the paths of the row cells to their correct fields on the PDF, each time I have to drag in the blank PDF and re-populate. Can it not save the document generation as a template?

Andrée Starå

Hi @Morgan Hawkins

You should be able to save it.

Once all of the fields are mapped, name your mapping and select Save or Generate.

Did you find the setting?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Morgan Hawkins

I see it now, Thank you!

Andrée Starå

@Morgan Hawkins

Excellent!

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!