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PDF document templates

Creating templates

You can create a new template from scratch or duplicate an existing template if you want to re-use an existing template.

You'll need to have an intermediate knowledge of HTMl and CSS. Here are some examples to get your started. Learn more.

Creating a new template


Create a new template

To create a template:

  1. From the Settings (gear) menu in the left sidebar, select Templates.
  2. Select Create Template.
  3. Name your template by selecting the default template name and editing the text.
  4. In the Editor, author your content using:
    • Content: Create and edit your message with the rich text editor, or with Markdown.
    • Stylesheet: Apply CSS stylings to your template. For styling ideas you can check out some of the ones used in our example templates. Learn more.
  5. Select Save.

For more complex templates, or for assistance with any template, contact us.

Duplicate an existing template

You can duplicate an existing template if you want to create a new template that is based on something that you've created already.

To duplicate a template:

  1. From the Settings (gear) menu in the left sidebar, select Templates.
  2. On the Templates page, select the check box of the template you want to duplicate.
  3. Select Duplicate from the toolbar. The duplicate template is created and the name is appended with Copy 1, Copy 2, and so on.
  4. Select the duplicated template to view it in the editor and rename it.



Updated 28 Sep 2023
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