Can I save and use a PDF I created as a template in one form in a different form?

  • Alechko2
    Asked on November 15, 2018 at 7:00 AM

    Hi, 

    Can I save and use a PDF I created as a template in one form in a different form? 

    If so can I save it as a privet Template not public? 

    Thx 

  • Welvin Support Team Lead
    Replied on November 15, 2018 at 11:11 AM

    Yes, you can do this. First thing, you need to save the Save as Template button in the Customize window:

    15422977902018 11 16 001 Screenshot 10

    You will be asked to provide an information related to the PDF. The "Template Categories" is required and this is where you should locate the template later. Check "Make this template private" to make the template private.

    15422982112018 11 16 003 Screenshot 21

    Go to the other form and proceed to the PDF editor. Click Templates. Select the category that you have selected to save the template from the first form. You should find the template from that category:

    15422981222018 11 16 002 Screenshot 32

    Note that you can only save the PDF version of the submission, not the fillable PDF form.

    I hope that helps. Let us know if you need further assistance.

  • Alechko2
    Replied on November 15, 2018 at 11:41 AM

    thank you