Template is a document created from a fillable PDF file that can be mapped with values from a data source table.

To create a template:

  1. Select Templates from the sidebar navigation menu.
  2. Click the Create template button to start uploading your fillable PDF file.

Note: Templates require upload of a non-password protected PDF file (500MB or less) with at least one fillable field. Template creation is available to Caspio users with “Administrator” permissions; however, any user with DataPage editing permissions can add a template to a DataPage.

  1. Once the file is successfully uploaded, you can click Edit to map the template fields or click Return to list to map it later.