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.
The title of the template you have created.
The description of the template.
The folder under which you want to put your template.
Output File Name
The file name of the merged document. This can take in merge fields
The output type. Supported output type for Document builder templates is
The page size of the output document. You can choose between
The orientation of the output document. You can choose between
The chosen time zone will be used to fill the
This can be either
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.