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Templates

A template controls how the PDF looks. Your team can have several and pick one for each profile.

The template editor with a live preview

  1. Open Organization settings and select Templates.
  2. Pick a template, or select Create Template.
  3. Change the settings.
  4. Select Save.
  • Name and description, and which template is the Default.
  • Section styling: page margins, dividers, font, line height, and the size, weight and colour of titles and text.
  • Header: the document title and subtitle.
  • Background image: your own artwork behind the page.

The preview updates as you work.