Import PDF document template to be used on another form

  • Profile Image
    debcm
    Asked on October 30, 2020 at 12:29 AM

    I have two forms created, and I have formatted the PDF with the first form, however to save me formatting the second form's PDF, can I import the first PDF into the second form.


    See my account forms

    NDIS Service Agreement - is where the PDF is formatted

    I would like to import the formatted PDF into my second form called

    NDIS Service Agreement - Variation.


    Is this possible to do?

  • Profile Image
    Richie_P
    Answered on October 30, 2020 at 03:50 AM

    You may save your PDF document as a template in the PDF editor.

    Go to layout Settings>Customize

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    Once you have saved the template, you can select the template in your My Templates.

    In the Layout Settings>Template>select My Templates

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    Please give it a try and let us know how it goes.