Overview
Create fillable PDF templates for automated document generation
Templates let you automatically generate filled PDFs from your workflow data. Upload a PDF, define where data goes, and workflows can produce completed documents.
Creating a Template
Upload Your PDF
Go to Templates Create Template and upload your PDF. This becomes the base document that fields are overlaid on.
Add Text Fields
Click Add Text Field and draw a rectangle where data should appear. Give each field a clear name like customer_name or invoice_total.
Add Tables (Optional)
For repeating data (line items, lists), use Add Table. Draw the table area, then configure columns and row height.
Save and Test
Name your template and save. Test it in a workflow with the Fill Document action before using in production.
Field Naming
Use clear, descriptive names:
✅ customer_name, shipping_address, order_total
❌ field1, text, aGood names make workflow configuration straightforward.
Tables
Tables handle repeating data like invoice line items.
Using Templates in Workflows
Add a Fill Document action to your workflow:
- Select the template
- Map workflow data to each field
- The output is a completed PDF file
{{steps.extract.customer_name}} customer_name field
{{steps.extract.total}} invoice_total field
{{steps.extract.line_items}} line_items tableEach save creates a new version. You can view version history and restore previous versions if needed.
Troubleshooting
| Issue | Solution |
|---|---|
| Text doesn't fit | Make the field larger or provide shorter data |
| Wrong position | Check you're on the correct page, reposition field |
| Table rows overlap | Increase row height in table settings |
| Data not appearing | Verify field names match workflow variable mappings |