Template Preferences

Once you have created your HTML template, or uploaded your fillable PDF/PPTX/DOCX template, you can customise how the document generation should work for that template under Preferences tab.

Updating basic settings

Template Status - Active VS Test:

A button to toggle template status is also present in the upper right corner of Template details page. Use this button to switch the template status to "Active" or "Test"

If the template is in "Test" mode, your generated document will have a watermark saying "This document is created using Docupilot" and your document credits will not be consumed. Once you have tested your templates and your integration completely, you can change your template status to Active.

Output Preferences:

Advanced Settings:

Auto Number:

Auto Number ({{_auto_number}}) displays a unique number across each generated document. Enable it and define a starting number and with each new document generation, that number will be automatically incremented. To learn more about the Auto number feature here.

Password:

If the output document type is PDF, you can set the password for the generated pdf in template.You can set a dynamic password for your created PDF using Tokens.

For example: {{abbreviate customer_name}}{{format_date agreement_date format="DDMM"}} can be used to create a dynamic password. If your customer name is "Acme Corp Limited" and agreement date is "2024 January, 15", the password will be "ACL1501"

Page Margins (inches):

Docupilot allows you to adjust the size of the top, bottom, left, right page margins in inches for each page in the template. Default page margins are set to 0.4 inches on all sides.

In this section, Header and Footer for a document can be inserted in a Document Builder (HTML) template.

Page number and Total number of pages:

You can print Page numbers and Total number of pages in a document template using predefined tokens {{_page_no}} and {{_total_pages}}.

Inserting {{_page_no}}/{{_total_pages}} in header or footer will print 1/12 on page 1, 2/12 on page 2, and so on on each page for a generated document that contains 12 pages.

Note : Headers and footers of a document are dependent on page margins of the template. Greater the sizes of margins, more information can be printed as header and footer of the document.

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