A template is a document created from a fillable PDF file that can be mapped with values from a data source table or view. To be used as a template, your PDF must meet the following requirements:

  • It has at least one fillable field.
  • It does not exceed 200 MB.
  • It is not password protected.

Steps to create a template:

  1. Select Document templates from the sidebar navigation menu.The Document templates view showing the list of all the templates created so far.
  2. Click the Create document template button to start uploading your fillable PDF file.

Note: 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 Open in editor to map the template fields or click Return to list to map it later.