Creating Templates
1 minute to readA 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:
- Select Document templates from the sidebar navigation menu.
- 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.
- 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.
