Copy a PDF invoice from one form to another existing form

  • Gc159b
    Asked on February 27, 2020 at 7:44 AM

    I have a pdf invoice that is included when clients fill out a form.  What I need is to copy or clone that pdf invoice to an already existing form.  Is there a way to do that?  I just want the formatting, not the data.  I can change the linked fields on my own.

  • Welvin Support Team Lead
    Replied on February 27, 2020 at 9:39 AM

    You can save the PDF as a template in the PDF Editor. See below:

    Copy a PDF invoice from one form to another existing form Image 1 Screenshot 30

    Once the template is saved, go to the other form and go to the Template tab. Select My Templates and you should see your template which you can apply in the list. 

    Copy a PDF invoice from one form to another existing form Image 2 Screenshot 41