A template is a document created from a fillable PDF file that can be mapped with values from a data source table. 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.
To create a template:
  1. Select Document templates from the sidebar navigation menu.
  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 Edit to map the template fields or click Return to list to map it later.