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PDF Templates

What are PDF templates?

PDF templates enable users and User Officers to download proposals in a well-formatted and standardized PDF document for summary and sharing. User Officers can customize PDF templates by adjusting code to modify elements such as font size, colour and other formatting options.


PDF Template
PDF template

How do I create PDF templates?

Step 1. Navigate to the PDF templates page

  • In the main menu select Templates
  • From the dropdown menu, choose PDF

Step 2. Create a new PDF template

  • On the PDF templates page, click the CREATE button
  • Enter a name for your new PDF template. You may also provide an optional description
  • Click CREATE to proceed

Step 3. Edit the PDF template

  • In the PDF template editor, you can modify various sections of the template including the body, header, footer, sample declaration, and dummy data. Use the code editor to customize elements such as font, text size, colour, and formatting. The editor provides a preview feature so where you can see changes in real-time. To see information on the PDF template documentation, open the HELP page.

Step 4. Update your changes

  • Once you are satisfied with your edits, click the UPDATE button to save and apply the changes to the PDF template.

How do I edit PDF templates?

Step 1. Navigate to the PDF templates page

  • To edit a pre-existing PDF template, select Templates from the main menu
  • From the dropdown menu, choose PDF

Step 2. Find the PDF template you wish to edit

  • On the PDF templates page, find the template you wish to edit. You may wish to use the SEARCH function to search for the name or description if there are a lot of templates.

Step 3. Edit the template

  • Click the EDIT function on the template you wish to make changes to. In the PDF template editor, you can modify various sections of the template including the body, header, footer, sample declaration, and dummy data. Use the code editor to customize elements such as font, text size, colour, and formatting. The editor provides a preview feature so where you can see changes in real-time. To see information on the PDF template documentation, open the HELP page.

Step 4. Update your changes

  • Once you are satisfied with your edits, click the UPDATE button to save and apply the changes to the PDF template.

How do I clone PDF templates?

Step 1. Navigate to the PDF templates page

  • To clone a pre-existing PDF template, select Templates from the main menu
  • From the dropdown menu, choose PDF

Step 2. Find the PDF template you wish to edit

  • On the PDF templates page, find the template you wish to clone. You may wish to use the SEARCH function to search for the name or description if there are a lot of templates.

Step 3. Clone the template

  • Click the CLONE function on the template to create a clone. Note: the clone will be renamed 'Copy of (name)' and will be edded to the end of the list of PDF templates.

How do I archive and unarchive PDF templates?

The archive system allows you to save PDF templates for future reference. Archiving PDF templates will prevent them from being able to be linked to calls or searched for in the PDF templates page.

NOTE: This feature is useful to prevent infrequently used PDF templates from crowding the User Office interface.

Step 1. Navigate to the PDF templates page

  • To edit a pre-existing PDF template, select Templates from the main menu
  • From the dropdown menu, choose PDF

Step 2. Archive or Unarchive the PDF template

  • To archive a PDF template, click on the ARCHIVE action next to the template name. This action will send the PDF template to the ARCHIVED tab.
  • To unarchive a PDF template, simply go to the ARCHIVED tab and click on the UNARCHIVE action next to the template name. This action will send the PDF template to the CURRENT tab.

How do I export and import PDF templates?*

Step 1. Navigate to the PDF templates page

  • To edit a import or export a PDF template, select Templates from the main menu
  • From the dropdown menu, choose PDF

Step 2. Export or Import the PDF template

  • To Export a PDF template, click on the EXPORT action on the desired template. This action will export the PDF template to a .json file which can be shared and imported in User Office.

  • To Import a PDF template, click on the IMPORT button at the bottom of the page. This will open the Import template page. From here, click on SELECT FILE to import .json PDF templates.

What does #calls mean on PDF templates?

  • '#Calls' refers to the number of calls the PDF template has been utilized in.