Create a new PDF template

In this topic, you learn how to create a new PDF template.


  • There are no prerequisites.


  1. On the Cockpit, go to Design and click PDF Designer.

    Result: A new tab opens.

  2. In the PDF drop-down menu, click Create.

    pdf designer create template

    Result: A new dialog opens.

    pdf designer create template2
  3. Enter a name for your template.

  4. You can choose a package for your template

  5. Click Save.


  • You have created a new PDF template.