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Once you have created your HTML template, or uploaded your fillable PDF or docx template, you can define output file attributes under the
The various preferences available to you are listed below.
If the output document type is PDF, you can set the password for the generated pdf in template Preferences -> More options -> Password. You can set a dynamic password for your created PDF using Tokens (Merge fields).
If the template is in Test status, it will not be counted as created documents towards your monthly subscription. In Test mode, the created documents will have a Docupilot Watermark. Once you have tested your templates and your integration completely, you can change your template status to Active.
Header and Footer for a document can be inserted in a Document Builder (HTML) template by visiting Preferences -> More options -> Header or Footer.
You can print page numbers and total number of pages in a document template using predefined tokens
footersof a document are dependent on
page marginsof the template. Greater the sizes of margins, more information can be printed as
footerof the document.