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

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    Alechko2
    Asked on November 15, 2018 at 07:00 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 

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    Welvin
    Answered 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.png

    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.png

    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.png

    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.

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    Alechko2
    Answered on November 15, 2018 at 11:41 AM

    thank you